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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 | $200,332 | $183,592+9.1% | $155,574+28.8% | $145,877+37.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 24.45% | 61.37%-36.9pp | 64.87%-40.4pp | 551.28%-526.8pp |
| Employer contribution / active EE | $1,651 | $5,317-68.9% | $4,676-64.7% | $4,663-64.6% |
| Participant deferral / active EE | $2,560 | $6,466-60.4% | $5,629-54.5% | $6,691-61.7% |
| Admin fee / account holder | $4,186 | $19,316-78.3% | $15,914-73.7% | $13,402-68.8% |