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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 | $183,996 | $108,942+68.9% | $100,415+83.2% | $145,897+26.1% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 11.34% | 58.27%-46.9pp | 49.47%-38.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $6,412 | $4,422+45.0% | $3,943+62.6% | $4,663+37.5% |
| Participant deferral / active EE | $15,585 | $8,461+84.2% | $8,091+92.6% | $6,689+133.0% |
| Admin fee / account holder | $30,089 | $9,702+210.1% | $7,906+280.6% | $13,390+124.7% |