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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 | $180,866 | $159,934+13.1% | $147,005+23.0% | $145,959+23.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.61% | 98.24%-82.6pp | 418.76%-403.2pp | 561.95%-546.3pp |
| Employer contribution / active EE | $4,417 | $5,287-16.5% | $4,934-10.5% | $4,661-5.2% |
| Participant deferral / active EE | $5,696 | $8,427-32.4% | $8,070-29.4% | $6,689-14.8% |
| Admin fee / account holder | $2,626 | $15,053-82.6% | $13,006-79.8% | $13,398-80.4% |