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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 | $209,142 | $160,028+30.7% | $147,080+42.2% | $145,884+43.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.57% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,091 | $5,286-22.6% | $4,933-17.1% | $4,662-12.3% |
| Participant deferral / active EE | $10,587 | $8,422+25.7% | $8,066+31.3% | $6,690+58.3% |
| Admin fee / account holder | $12,388 | $15,030-17.6% | $12,989-4.6% | $13,392-7.5% |