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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 | $143,564 | $209,425-31.4% | $178,499-19.6% | $158,966-9.7% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 10.13% | 188.80%-178.7pp | 151.10%-141.0pp | 302.95%-292.8pp |
| Employer contribution / active EE | $11,075 | $5,707+94.1% | $5,011+121.0% | $4,762+132.6% |
| Participant deferral / active EE | $2,433 | $5,955-59.1% | $5,202-53.2% | $5,983-59.3% |
| Admin fee / account holder | $4,672 | $17,078-72.6% | $13,986-66.6% | $11,250-58.5% |