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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 | $220,853 | $166,242+32.9% | $165,071+33.8% | $145,884+51.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.66% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,036 | $5,283-4.7% | $4,347+15.8% | $4,662+8.0% |
| Participant deferral / active EE | $11,321 | $6,964+62.6% | $6,035+87.6% | $6,690+69.2% |
| Admin fee / account holder | $49,440 | $16,658+196.8% | $12,695+289.4% | $13,392+269.2% |