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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 | $210,056 | $183,516+14.5% | $155,534+35.1% | $145,884+44.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 18.54% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,326 | $5,315-56.2% | $4,675-50.2% | $4,662-50.1% |
| Participant deferral / active EE | $6,087 | $6,467-5.9% | $5,630+8.1% | $6,690-9.0% |
| Admin fee / account holder | $9,749 | $19,293-49.5% | $15,900-38.7% | $13,392-27.2% |