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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 | $178,515 | $148,623+20.1% | $135,974+31.3% | $139,466+28.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.19% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,352 | $5,246-36.1% | $4,859-31.0% | $4,754-29.5% |
| Participant deferral / active EE | $7,079 | $8,103-12.6% | $7,760-8.8% | $6,712+5.5% |
| Admin fee / account holder | $10,108 | $12,406-18.5% | $10,767-6.1% | $11,409-11.4% |