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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 | $220,901 | $183,539+20.4% | $155,556+42.0% | $145,897+51.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 9.49% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,411 | $5,315-73.5% | $4,675-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $8,295 | $6,467+28.3% | $5,631+47.3% | $6,689+24.0% |
| Admin fee / account holder | $50,259 | $19,275+160.8% | $15,885+216.4% | $13,390+275.3% |