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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 | $149,245 | $185,905-19.7% | $170,057-12.2% | $139,487+7.0% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 15.48% | 60.56%-45.1pp | 53.42%-37.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $5,866 | $7,597-22.8% | $6,790-13.6% | $4,755+23.4% |
| Participant deferral / active EE | $10,095 | $11,627-13.2% | $10,411-3.0% | $6,713+50.4% |
| Admin fee / account holder | $1,031 | $15,397-93.3% | $12,826-92.0% | $11,407-91.0% |