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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 | $230,200 | $198,462+16.0% | $170,439+35.1% | $147,585+56.0% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 16.12% | 257.30%-241.2pp | 205.94%-189.8pp | 578.58%-562.5pp |
| Employer contribution / active EE | $12,049 | $6,184+94.9% | $5,433+121.8% | $4,876+147.1% |
| Participant deferral / active EE | $5,853 | $5,629+4.0% | $4,939+18.5% | $5,439+7.6% |
| Admin fee / account holder | $1,682 | $16,852-90.0% | $13,881-87.9% | $10,886-84.5% |