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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 | $210,016 | $217,432-3.4% | $185,849+13.0% | $167,536+25.4% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 18.41% | 148.42%-130.0pp | 122.10%-103.7pp | 478.82%-460.4pp |
| Employer contribution / active EE | $3,280 | $5,875-44.2% | $5,169-36.5% | $4,839-32.2% |
| Participant deferral / active EE | $3,480 | $6,357-45.3% | $5,569-37.5% | $6,342-45.1% |
| Admin fee / account holder | $1,038 | $19,818-94.8% | $16,244-93.6% | $12,315-91.6% |