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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 | $176,842 | $202,463-12.7% | $169,397+4.4% | $139,487+26.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 22.87% | 532.64%-509.8pp | 406.23%-383.4pp | 373.84%-351.0pp |
| Employer contribution / active EE | $10,451 | $4,694+122.7% | $4,013+160.4% | $4,755+119.8% |
| Participant deferral / active EE | $10,810 | $6,941+55.7% | $6,223+73.7% | $6,713+61.0% |
| Admin fee / account holder | $7,432 | $10,726-30.7% | $9,017-17.6% | $11,407-34.9% |