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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 | $157,496 | $159,934-1.5% | $147,005+7.1% | $145,959+7.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.59% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,062 | $5,287-79.9% | $4,934-78.5% | $4,661-77.2% |
| Participant deferral / active EE | $9,275 | $8,427+10.1% | $8,070+14.9% | $6,689+38.7% |
| Admin fee / account holder | $3,886 | $15,053-74.2% | $13,006-70.1% | $13,398-71.0% |