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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 | $179,957 | $160,070+12.4% | $147,117+22.3% | $145,897+23.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.69% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,326 | $5,285-56.0% | $4,932-52.8% | $4,663-50.1% |
| Participant deferral / active EE | $17,821 | $8,419+111.7% | $8,065+121.0% | $6,689+166.4% |
| Admin fee / account holder | $1,435 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |