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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 | $167,232 | $160,040+4.5% | $147,096+13.7% | $145,877+14.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.01% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,711 | $5,289-29.8% | $4,936-24.8% | $4,663-20.4% |
| Participant deferral / active EE | $10,482 | $8,429+24.4% | $8,071+29.9% | $6,691+56.7% |
| Admin fee / account holder | $7,437 | $15,050-50.6% | $13,005-42.8% | $13,402-44.5% |