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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 | $181,343 | $166,268+9.1% | $165,100+9.8% | $145,897+24.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 10.18% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,988 | $5,284-43.5% | $4,348-31.3% | $4,663-35.9% |
| Participant deferral / active EE | $9,132 | $6,964+31.1% | $6,035+51.3% | $6,689+36.5% |
| Admin fee / account holder | $1,178 | $16,659-92.9% | $12,696-90.7% | $13,390-91.2% |