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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 | $190,085 | $160,028+18.8% | $147,080+29.2% | $145,884+30.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.28% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $6,664 | $5,286+26.1% | $4,933+35.1% | $4,662+42.9% |
| Participant deferral / active EE | $12,278 | $8,422+45.8% | $8,066+52.2% | $6,690+83.5% |
| Admin fee / account holder | $12,666 | $15,030-15.7% | $12,989-2.5% | $13,392-5.4% |