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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 | $148,815 | $98,776+50.7% | $149,745-0.6% | $79,856+86.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 23.37% | 27.38%-4.0pp | 276.72%-253.3pp | 31.71%-8.3pp |
| Employer contribution / active EE | $3,681 | $3,217+14.4% | $4,646-20.8% | $2,471+48.9% |
| Participant deferral / active EE | $8,058 | $5,681+41.8% | $6,843+17.7% | $3,741+115.4% |
| Admin fee / account holder | $4,475 | $6,053-26.1% | $9,312-51.9% | $5,306-15.7% |