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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 | $176,862 | $132,634+33.3% | $115,768+52.8% | $137,256+28.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.77% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,556 | $5,619-18.9% | $4,917-7.3% | $6,407-28.9% |
| Admin fee / account holder | $33,316 | $15,028+121.7% | $12,439+167.8% | $12,270+171.5% |