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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 | $226,108 | $183,516+23.2% | $155,534+45.4% | $145,884+55.0% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.06% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,946 | $5,315-6.9% | $4,675+5.8% | $4,662+6.1% |
| Participant deferral / active EE | $12,475 | $6,467+92.9% | $5,630+121.6% | $6,690+86.5% |
| Admin fee / account holder | $416,168 | $19,293+2057.1% | $15,900+2517.4% | $13,392+3007.6% |