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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 | $208,979 | $124,980+67.2% | $108,359+92.9% | $154,746+35.0% |
| Participation rate | 93.8% | 75.2%+18.6pp | 70.1%+23.6pp | 80.7%+13.0pp |
| Annual return | 13.93% | 45.00%-31.1pp | 36.89%-23.0pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,746 | $2,851+31.4% | $2,399+56.1% | $4,379-14.5% |
| Participant deferral / active EE | $11,005 | $4,743+132.0% | $4,137+166.0% | $6,730+63.5% |
| Admin fee / account holder | $75,214 | $11,502+553.9% | $9,741+672.2% | $14,365+423.6% |