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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 | $213,605 | $165,399+29.1% | $149,745+42.6% | $158,982+34.4% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 10.30% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $8,578 | $5,105+68.0% | $4,646+84.6% | $4,763+80.1% |
| Participant deferral / active EE | $7,498 | $7,183+4.4% | $6,843+9.6% | $5,983+25.3% |
| Admin fee / account holder | $25,576 | $10,811+136.6% | $9,312+174.7% | $11,252+127.3% |