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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 | $177,878 | $217,432-18.2% | $185,849-4.3% | $167,536+6.2% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 9.86% | 148.42%-138.6pp | 122.10%-112.2pp | 478.82%-469.0pp |
| Employer contribution / active EE | $3,588 | $5,875-38.9% | $5,169-30.6% | $4,839-25.9% |
| Participant deferral / active EE | $9,230 | $6,357+45.2% | $5,569+65.7% | $6,342+45.5% |
| Admin fee / account holder | $2,901 | $19,818-85.4% | $16,244-82.1% | $12,315-76.4% |