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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 | $187,972 | $160,040+17.5% | $147,096+27.8% | $145,877+28.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.24% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,994 | $5,289-43.4% | $4,936-39.4% | $4,663-35.8% |
| Participant deferral / active EE | $18,235 | $8,429+116.3% | $8,071+125.9% | $6,691+172.6% |
| Admin fee / account holder | $8,940 | $15,050-40.6% | $13,005-31.3% | $13,402-33.3% |