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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 | $165,677 | $109,411+51.4% | $89,435+85.2% | $158,982+4.2% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 13.17% | 345.68%-332.5pp | 245.55%-232.4pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,496 | $3,173-21.3% | $2,587-3.5% | $4,763-47.6% |
| Participant deferral / active EE | $5,322 | $4,600+15.7% | $3,890+36.8% | $5,983-11.0% |
| Admin fee / account holder | $17,400 | $6,159+182.5% | $4,884+256.2% | $11,252+54.6% |