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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 | $161,380 | $175,259-7.9% | $149,723+7.8% | $139,487+15.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.32% | 166.82%-146.5pp | 134.50%-114.2pp | 373.84%-353.5pp |
| Employer contribution / active EE | $1,817 | $5,478-66.8% | $4,821-62.3% | $4,755-61.8% |
| Participant deferral / active EE | $5,309 | $6,522-18.6% | $5,682-6.6% | $6,713-20.9% |
| Admin fee / account holder | $17,354 | $16,158+7.4% | $13,215+31.3% | $11,407+52.1% |