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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 | $238,422 | $162,781+46.5% | $133,956+78.0% | $158,931+50.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 7.63% | 41.94%-34.3pp | 45.09%-37.5pp | 302.86%-295.2pp |
| Employer contribution / active EE | $14,939 | $4,975+200.3% | $3,919+281.2% | $4,761+213.7% |
| Participant deferral / active EE | $10,952 | $5,911+85.3% | $5,048+117.0% | $5,982+83.1% |
| Admin fee / account holder | $25,201 | $11,736+114.7% | $8,927+182.3% | $11,247+124.1% |