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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 | $240,549 | $148,582+61.9% | $135,942+77.0% | $139,456+72.5% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 20.39% | 79.26%-58.9pp | 68.28%-47.9pp | 373.45%-353.1pp |
| Employer contribution / active EE | $3,880 | $5,245-26.0% | $4,858-20.1% | $4,753-18.4% |
| Participant deferral / active EE | $12,968 | $8,101+60.1% | $7,759+67.1% | $6,711+93.2% |
| Admin fee / account holder | $3,108 | $12,402-74.9% | $10,764-71.1% | $11,407-72.8% |