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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 | $164,945 | $105,145+56.9% | $94,664+74.2% | $139,466+18.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 16.96% | 38.09%-21.1pp | 156.84%-139.9pp | 373.66%-356.7pp |
| Employer contribution / active EE | $5,694 | $4,107+38.6% | $3,673+55.0% | $4,754+19.8% |
| Participant deferral / active EE | $11,961 | $7,599+57.4% | $7,417+61.3% | $6,712+78.2% |
| Admin fee / account holder | $66,363 | $8,972+639.7% | $7,222+819.0% | $11,409+481.7% |