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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 | $179,056 | $111,830+60.1% | $93,696+91.1% | $145,884+22.7% |
| Participation rate | 79.2% | 74.2%+4.9pp | 68.7%+10.4pp | 80.3%-1.1pp |
| Annual return | 10.17% | 204.08%-193.9pp | 133.74%-123.6pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,255 | $3,093-27.1% | $2,422-6.9% | $4,662-51.6% |
| Participant deferral / active EE | $2,537 | $4,920-48.4% | $4,417-42.6% | $6,690-62.1% |
| Admin fee / account holder | $17,174 | $10,249+67.6% | $8,287+107.3% | $13,392+28.2% |