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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 | $221,492 | $183,516+20.7% | $155,534+42.4% | $145,884+51.8% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.7pp | 80.3%+6.7pp |
| Annual return | 12.55% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $10,728 | $5,315+101.9% | $4,675+129.5% | $4,662+130.1% |
| Participant deferral / active EE | $5,973 | $6,467-7.6% | $5,630+6.1% | $6,690-10.7% |
| Admin fee / account holder | $1,718 | $19,293-91.1% | $15,900-89.2% | $13,392-87.2% |