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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 | $147,105 | $150,435-2.2% | $120,580+22.0% | $145,897+0.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 13.49% | 154.60%-141.1pp | 107.48%-94.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,722 | $4,352-14.5% | $3,469+7.3% | $4,663-20.2% |
| Participant deferral / active EE | $3,431 | $6,174-44.4% | $4,995-31.3% | $6,689-48.7% |
| Admin fee / account holder | $1,495 | $12,182-87.7% | $9,418-84.1% | $13,390-88.8% |