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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 | $190,727 | $217,432-12.3% | $185,849+2.6% | $167,536+13.8% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 12.89% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $10,879 | $5,875+85.2% | $5,169+110.5% | $4,839+124.8% |
| Participant deferral / active EE | $5,803 | $6,357-8.7% | $5,569+4.2% | $6,342-8.5% |
| Admin fee / account holder | $5,330 | $19,818-73.1% | $16,244-67.2% | $12,315-56.7% |