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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 | $211,008 | $175,231+20.4% | $149,696+41.0% | $139,466+51.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 20.53% | 166.77%-146.2pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $8,625 | $5,478+57.5% | $4,821+78.9% | $4,754+81.4% |
| Participant deferral / active EE | $9,803 | $6,521+50.3% | $5,682+72.5% | $6,712+46.1% |
| Admin fee / account holder | $984 | $16,155-93.9% | $13,212-92.6% | $11,409-91.4% |