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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 | $206,739 | $166,242+24.4% | $165,071+25.2% | $145,884+41.7% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 15.28% | 100.44%-85.2pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $7,142 | $5,283+35.2% | $4,347+64.3% | $4,662+53.2% |
| Participant deferral / active EE | $6,989 | $6,964+0.4% | $6,035+15.8% | $6,690+4.5% |
| Admin fee / account holder | $13,105 | $16,658-21.3% | $12,695+3.2% | $13,392-2.1% |