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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 | $204,285 | $198,457+2.9% | $170,435+19.9% | $147,586+38.4% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 17.01% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $13,129 | $6,183+112.3% | $5,432+141.7% | $4,876+169.2% |
| Participant deferral / active EE | $9,303 | $5,629+65.3% | $4,939+88.3% | $5,439+71.0% |
| Admin fee / account holder | $1,298 | $16,852-92.3% | $13,881-90.6% | $10,886-88.1% |