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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 | $203,534 | $202,440+0.5% | $169,390+20.2% | $139,466+45.9% |
| Participation rate | 92.9% | 81.1%+11.7pp | 77.2%+15.7pp | 80.3%+12.5pp |
| Annual return | 22.40% | 532.36%-510.0pp | 406.07%-383.7pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,492 | $4,693-46.9% | $4,013-37.9% | $4,754-47.6% |
| Participant deferral / active EE | $6,149 | $6,940-11.4% | $6,222-1.2% | $6,712-8.4% |
| Admin fee / account holder | $12,398 | $10,722+15.6% | $9,015+37.5% | $11,409+8.7% |