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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 | $148,896 | $175,231-15.0% | $149,696-0.5% | $139,466+6.8% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 16.18% | 166.77%-150.6pp | 134.46%-118.3pp | 373.66%-357.5pp |
| Employer contribution / active EE | $6,551 | $5,478+19.6% | $4,821+35.9% | $4,754+37.8% |
| Participant deferral / active EE | $5,359 | $6,521-17.8% | $5,682-5.7% | $6,712-20.2% |
| Admin fee / account holder | $3,654 | $16,155-77.4% | $13,212-72.3% | $11,409-68.0% |