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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 | $148,049 | $185,883-20.4% | $170,043-12.9% | $139,466+6.2% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 14.84% | 60.54%-45.7pp | 53.40%-38.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $4,717 | $7,596-37.9% | $6,790-30.5% | $4,754-0.8% |
| Participant deferral / active EE | $6,915 | $11,626-40.5% | $10,410-33.6% | $6,712+3.0% |
| Admin fee / account holder | $5,654 | $15,393-63.3% | $12,824-55.9% | $11,409-50.4% |