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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 | $164,173 | $108,897+50.8% | $100,378+63.6% | $145,877+12.5% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 10.35% | 58.17%-47.8pp | 49.41%-39.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,655 | $4,420-62.6% | $3,942-58.0% | $4,663-64.5% |
| Participant deferral / active EE | $11,785 | $8,455+39.4% | $8,087+45.7% | $6,691+76.1% |
| Admin fee / account holder | $21,917 | $9,690+126.2% | $7,899+177.5% | $13,402+63.5% |