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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 | $211,887 | $183,592+15.4% | $155,574+36.2% | $145,877+45.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.77% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $6,985 | $5,317+31.4% | $4,676+49.4% | $4,663+49.8% |
| Participant deferral / active EE | $6,348 | $6,466-1.8% | $5,629+12.8% | $6,691-5.1% |
| Admin fee / account holder | $119,681 | $19,316+519.6% | $15,914+652.0% | $13,402+793.0% |