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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 | $146,457 | $105,200+39.2% | $159,474-8.2% | $85,847+70.6% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.8%-5.4pp | 69.3%+8.1pp |
| Annual return | 16.94% | 45.08%-28.1pp | 263.68%-246.7pp | 318.61%-301.7pp |
| Employer contribution / active EE | $3,504 | $3,319+5.6% | $4,831-27.5% | $2,565+36.6% |
| Participant deferral / active EE | $8,143 | $5,946+37.0% | $7,353+10.7% | $3,952+106.0% |
| Admin fee / account holder | $5,353 | $6,934-22.8% | $10,802-50.4% | $6,261-14.5% |