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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 | $211,600 | $183,516+15.3% | $155,534+36.0% | $145,884+45.0% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 15.28% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $13,851 | $5,315+160.6% | $4,675+196.3% | $4,662+197.1% |
| Participant deferral / active EE | $8,400 | $6,467+29.9% | $5,630+49.2% | $6,690+25.6% |
| Admin fee / account holder | $2,373 | $19,293-87.7% | $15,900-85.1% | $13,392-82.3% |