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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 | $233,537 | $166,089+40.6% | $164,928+41.6% | $145,978+60.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 14.29% | 100.26%-86.0pp | 70.08%-55.8pp | 550.52%-536.2pp |
| Employer contribution / active EE | $12,910 | $5,276+144.7% | $4,343+197.2% | $4,662+176.9% |
| Participant deferral / active EE | $11,759 | $6,961+68.9% | $6,034+94.9% | $6,690+75.8% |
| Admin fee / account holder | $11,966 | $16,641-28.1% | $12,684-5.7% | $13,400-10.7% |