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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 | $195,101 | $176,105+10.8% | $159,474+22.3% | $167,536+16.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.42% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,235 | $5,299-76.7% | $4,831-74.4% | $4,839-74.5% |
| Participant deferral / active EE | $5,713 | $7,751-26.3% | $7,353-22.3% | $6,342-9.9% |
| Admin fee / account holder | $11,356 | $12,559-9.6% | $10,802+5.1% | $12,315-7.8% |