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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 | $144,450 | $108,942+32.6% | $100,415+43.9% | $145,897-1.0% |
| Participation rate | 71.4% | 83.0%-11.6pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 13.79% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,938 | $4,422+11.7% | $3,943+25.2% | $4,663+5.9% |
| Participant deferral / active EE | $18,143 | $8,461+114.4% | $8,091+124.2% | $6,689+171.2% |
| Admin fee / account holder | $42,024 | $9,702+333.2% | $7,906+431.5% | $13,390+213.8% |