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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 | $249,379 | $165,381+50.8% | $149,730+66.6% | $158,966+56.9% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 20.63% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.3pp |
| Employer contribution / active EE | $11,882 | $5,104+132.8% | $4,645+155.8% | $4,762+149.5% |
| Participant deferral / active EE | $7,574 | $7,182+5.4% | $6,843+10.7% | $5,983+26.6% |
| Admin fee / account holder | $6,082 | $10,809-43.7% | $9,310-34.7% | $11,250-45.9% |