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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 | $228,801 | $202,326+13.1% | $172,745+32.4% | $152,870+49.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 22.05% | 1029.72%-1007.7pp | 802.90%-780.9pp | 345.34%-323.3pp |
| Employer contribution / active EE | $1,885 | $5,858-67.8% | $5,144-63.4% | $4,763-60.4% |
| Participant deferral / active EE | $7,883 | $5,948+32.5% | $5,197+51.7% | $5,850+34.7% |
| Admin fee / account holder | $700 | $17,110-95.9% | $13,954-95.0% | $11,597-94.0% |