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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 | $206,245 | $226,135-8.8% | $182,558+13.0% | $152,909+34.9% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.0%+15.8pp | 82.5%+11.3pp |
| Annual return | 27.51% | 192.60%-165.1pp | 148.59%-121.1pp | 345.46%-318.0pp |
| Employer contribution / active EE | $3,034 | $4,979-39.1% | $4,076-25.6% | $4,764-36.3% |
| Participant deferral / active EE | $7,543 | $6,371+18.4% | $5,526+36.5% | $5,851+28.9% |
| Admin fee / account holder | $3,194 | $10,707-70.2% | $8,594-62.8% | $11,601-72.5% |