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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 | $245,255 | $157,296+55.9% | $141,191+73.7% | $152,897+60.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 19.70% | 64.34%-44.6pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $7,766 | $5,262+47.6% | $4,736+64.0% | $4,764+63.0% |
| Participant deferral / active EE | $9,936 | $7,111+39.7% | $6,710+48.1% | $5,851+69.8% |
| Admin fee / account holder | $1,099 | $12,125-90.9% | $10,264-89.3% | $11,599-90.5% |