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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 | $189,647 | $175,231+8.2% | $149,696+26.7% | $139,466+36.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.07% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $11,538 | $5,478+110.6% | $4,821+139.3% | $4,754+142.7% |
| Participant deferral / active EE | $10,543 | $6,521+61.7% | $5,682+85.6% | $6,712+57.1% |
| Admin fee / account holder | $1,111 | $16,155-93.1% | $13,212-91.6% | $11,409-90.3% |