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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 | $154,976 | $217,427-28.7% | $185,837-16.6% | $167,518-7.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.67% | 148.39%-136.7pp | 122.08%-110.4pp | 478.71%-467.0pp |
| Employer contribution / active EE | $2,572 | $5,874-56.2% | $5,168-50.2% | $4,838-46.8% |
| Participant deferral / active EE | $4,916 | $6,357-22.7% | $5,568-11.7% | $6,342-22.5% |
| Admin fee / account holder | $10,759 | $19,816-45.7% | $16,241-33.8% | $12,312-12.6% |