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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 | $146,145 | $148,582-1.6% | $135,942+7.5% | $139,456+4.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.73% | 79.26%-62.5pp | 68.28%-51.5pp | 373.45%-356.7pp |
| Employer contribution / active EE | $8,581 | $5,245+63.6% | $4,858+76.6% | $4,753+80.5% |
| Participant deferral / active EE | $4,582 | $8,101-43.4% | $7,759-40.9% | $6,711-31.7% |
| Admin fee / account holder | $3,961 | $12,402-68.1% | $10,764-63.2% | $11,407-65.3% |