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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 | $160,317 | $89,259+79.6% | $107,187+49.6% | $82,637+94.0% |
| Participation rate | 92.7% | 67.9%+24.8pp | 75.0%+17.7pp | 68.1%+24.6pp |
| Annual return | 13.30% | 21.02%-7.7pp | 204.55%-191.2pp | 53.51%-40.2pp |
| Employer contribution / active EE | $10,694 | $3,080+247.2% | $3,782+182.7% | $2,552+319.0% |
| Participant deferral / active EE | $5,641 | $4,037+39.7% | $5,096+10.7% | $4,126+36.7% |
| Admin fee / account holder | $8,973 | $7,381+21.6% | $9,162-2.1% | $7,339+22.3% |