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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 | $185,274 | $198,457-6.6% | $170,435+8.7% | $147,586+25.5% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 18.62% | 257.30%-238.7pp | 205.94%-187.3pp | 578.59%-560.0pp |
| Employer contribution / active EE | $7,417 | $6,183+20.0% | $5,432+36.5% | $4,876+52.1% |
| Participant deferral / active EE | $6,072 | $5,629+7.9% | $4,939+22.9% | $5,439+11.6% |
| Admin fee / account holder | $1,493 | $16,852-91.1% | $13,881-89.2% | $10,886-86.3% |