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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 | $193,500 | $111,535+73.5% | $105,223+83.9% | $137,256+41.0% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 14.18% | 237.85%-223.7pp | 180.65%-166.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,973 | $3,939+102.4% | $3,689+116.2% | $4,156+91.9% |
| Participant deferral / active EE | $5,846 | $5,500+6.3% | $5,072+15.3% | $6,407-8.8% |
| Admin fee / account holder | $32,074 | $9,721+229.9% | $8,859+262.1% | $12,270+161.4% |