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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 | $182,711 | $185,905-1.7% | $170,057+7.4% | $139,487+31.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.51% | 60.56%-42.1pp | 53.42%-34.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $16,169 | $7,597+112.8% | $6,790+138.1% | $4,755+240.1% |
| Participant deferral / active EE | $14,893 | $11,627+28.1% | $10,411+43.1% | $6,713+121.9% |
| Admin fee / account holder | $65,681 | $15,397+326.6% | $12,826+412.1% | $11,407+475.8% |