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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 | $230,491 | $201,370+14.5% | $184,256+25.1% | $145,897+58.0% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.0pp |
| Annual return | 17.27% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $27,795 | $7,024+295.7% | $6,427+332.5% | $4,663+496.1% |
| Participant deferral / active EE | $19,605 | $9,808+99.9% | $9,133+114.7% | $6,689+193.1% |
| Admin fee / account holder | $79,512 | $16,364+385.9% | $13,899+472.1% | $13,390+493.8% |