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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 | $114,470 | $184,000-37.8% | $162,185-29.4% | $152,909-25.1% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.5%+2.2pp |
| Annual return | 23.94% | 150.80%-126.9pp | 115.61%-91.7pp | 345.46%-321.5pp |
| Employer contribution / active EE | $6,739 | $6,370+5.8% | $5,613+20.0% | $4,764+41.5% |
| Participant deferral / active EE | $8,959 | $8,033+11.5% | $7,297+22.8% | $5,851+53.1% |
| Admin fee / account holder | $1,411 | $13,124-89.2% | $10,844-87.0% | $11,601-87.8% |