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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 | $177,540 | $157,276+12.9% | $141,177+25.8% | $152,885+16.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 16.83% | 64.33%-47.5pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $7,636 | $5,262+45.1% | $4,736+61.3% | $4,763+60.3% |
| Participant deferral / active EE | $8,862 | $7,110+24.6% | $6,710+32.1% | $5,851+51.5% |
| Admin fee / account holder | $33,455 | $12,123+176.0% | $10,263+226.0% | $11,598+188.5% |