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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 | $194,473 | $183,516+6.0% | $155,534+25.0% | $145,884+33.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.70% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $29,711 | $5,315+459.0% | $4,675+535.6% | $4,662+537.3% |
| Participant deferral / active EE | $6,546 | $6,467+1.2% | $5,630+16.3% | $6,690-2.2% |
| Admin fee / account holder | $26,207 | $19,293+35.8% | $15,900+64.8% | $13,392+95.7% |