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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 | $196,382 | $183,592+7.0% | $155,574+26.2% | $145,877+34.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 16.48% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $23,424 | $5,317+340.6% | $4,676+401.0% | $4,663+402.3% |
| Participant deferral / active EE | $8,214 | $6,466+27.0% | $5,629+45.9% | $6,691+22.8% |
| Admin fee / account holder | $33,238 | $19,316+72.1% | $15,914+108.9% | $13,402+148.0% |