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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 | $208,262 | $148,623+40.1% | $135,974+53.2% | $139,466+49.3% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.96% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $10,456 | $5,246+99.3% | $4,859+115.2% | $4,754+119.9% |
| Participant deferral / active EE | $12,137 | $8,103+49.8% | $7,760+56.4% | $6,712+80.8% |
| Admin fee / account holder | $2,360 | $12,406-81.0% | $10,767-78.1% | $11,409-79.3% |