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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 | $221,080 | $209,422+5.6% | $178,503+23.9% | $158,982+39.1% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.77% | 188.81%-180.0pp | 151.12%-142.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $8,922 | $5,707+56.3% | $5,011+78.0% | $4,763+87.3% |
| Participant deferral / active EE | $7,094 | $5,955+19.1% | $5,202+36.4% | $5,983+18.6% |
| Admin fee / account holder | $160,377 | $17,079+839.0% | $13,987+1046.6% | $11,252+1325.4% |