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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 | $232,696 | $183,592+26.7% | $155,574+49.6% | $145,877+59.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 13.12% | 61.37%-48.3pp | 64.87%-51.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,539 | $5,317+79.4% | $4,676+104.0% | $4,663+104.6% |
| Participant deferral / active EE | $10,054 | $6,466+55.5% | $5,629+78.6% | $6,691+50.3% |
| Admin fee / account holder | $23,771 | $19,316+23.1% | $15,914+49.4% | $13,402+77.4% |