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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 | $242,618 | $162,821+49.0% | $133,978+81.1% | $158,982+52.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 9.06% | 41.95%-32.9pp | 45.10%-36.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $8,580 | $4,976+72.4% | $3,919+118.9% | $4,763+80.1% |
| Participant deferral / active EE | $7,340 | $5,910+24.2% | $5,047+45.4% | $5,983+22.7% |
| Admin fee / account holder | $190,373 | $11,742+1521.3% | $8,930+2031.8% | $11,252+1592.0% |