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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 | $157,590 | $86,288+82.6% | $111,306+41.6% | $85,851+83.6% |
| Participation rate | 84.0% | 73.3%+10.7pp | 77.3%+6.7pp | 69.3%+14.7pp |
| Annual return | 23.47% | 19.99%+3.5pp | 54.67%-31.2pp | 318.63%-295.2pp |
| Employer contribution / active EE | $6,942 | $2,044+239.7% | $2,732+154.1% | $2,565+170.6% |
| Participant deferral / active EE | $4,811 | $3,641+32.1% | $4,488+7.2% | $3,952+21.7% |
| Admin fee / account holder | $31,025 | $8,189+278.9% | $7,966+289.5% | $6,261+395.5% |