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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 | $208,322 | $162,136+28.5% | $152,301+36.8% | $154,746+34.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 19.41% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $16,667 | $4,890+240.8% | $4,624+260.4% | $4,379+280.6% |
| Participant deferral / active EE | $15,876 | $8,341+90.3% | $8,004+98.4% | $6,730+135.9% |
| Admin fee / account holder | $9,296 | $15,759-41.0% | $14,398-35.4% | $14,365-35.3% |