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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 | $165,510 | $209,428-21.0% | $178,498-7.3% | $158,950+4.1% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 13.95% | 188.78%-174.8pp | 151.09%-137.1pp | 302.91%-289.0pp |
| Employer contribution / active EE | $15,334 | $5,707+168.7% | $5,011+206.0% | $4,762+222.0% |
| Participant deferral / active EE | $7,845 | $5,955+31.7% | $5,202+50.8% | $5,983+31.1% |
| Admin fee / account holder | $2,577 | $17,077-84.9% | $13,985-81.6% | $11,248-77.1% |