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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,727 | $150,197+10.3% | $120,368+37.7% | $145,959+13.5% |
| Participation rate | 94.7% | 78.8%+16.0pp | 71.9%+22.8pp | 80.3%+14.5pp |
| Annual return | 14.63% | 154.26%-139.6pp | 107.26%-92.6pp | 561.95%-547.3pp |
| Employer contribution / active EE | $3,831 | $4,350-11.9% | $3,465+10.6% | $4,661-17.8% |
| Participant deferral / active EE | $10,395 | $6,174+68.4% | $4,991+108.3% | $6,689+55.4% |
| Admin fee / account holder | $3,492 | $12,216-71.4% | $9,429-63.0% | $13,398-73.9% |