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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 | $109,344+51.5% | $89,400+85.3% | $158,950+4.2% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.0%+14.4pp | 82.0%+0.4pp |
| Annual return | 13.17% | 345.73%-332.6pp | 245.64%-232.5pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,496 | $3,170-21.3% | $2,586-3.5% | $4,762-47.6% |
| Participant deferral / active EE | $5,322 | $4,599+15.7% | $3,890+36.8% | $5,983-11.0% |
| Admin fee / account holder | $17,400 | $6,154+182.7% | $4,882+256.4% | $11,248+54.7% |