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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 | $190,212 | $160,040+18.9% | $147,096+29.3% | $145,877+30.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.12% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $9,818 | $5,289+85.6% | $4,936+98.9% | $4,663+110.6% |
| Participant deferral / active EE | $7,445 | $8,429-11.7% | $8,071-7.8% | $6,691+11.3% |
| Admin fee / account holder | $31,041 | $15,050+106.3% | $13,005+138.7% | $13,402+131.6% |