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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 | $203,081 | $176,120+15.3% | $159,487+27.3% | $167,553+21.2% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 10.95% | 331.95%-321.0pp | 263.71%-252.8pp | 478.89%-467.9pp |
| Employer contribution / active EE | $3,652 | $5,299-31.1% | $4,831-24.4% | $4,840-24.5% |
| Participant deferral / active EE | $7,313 | $7,752-5.7% | $7,354-0.6% | $6,343+15.3% |
| Admin fee / account holder | $2,311 | $12,561-81.6% | $10,804-78.6% | $12,316-81.2% |