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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 | $119,176 | $102,595+16.2% | $94,057+26.7% | $154,746-23.0% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 21.37% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,599 | $3,147+14.3% | $2,933+22.7% | $4,379-17.8% |
| Participant deferral / active EE | $10,366 | $5,118+102.5% | $4,709+120.1% | $6,730+54.0% |
| Admin fee / account holder | $5,781 | $7,736-25.3% | $7,244-20.2% | $14,365-59.8% |