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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 | $211,760 | $125,190+69.2% | $105,624+100.5% | $145,897+45.1% |
| Participation rate | 78.6% | 77.6%+0.9pp | 75.3%+3.3pp | 80.3%-1.7pp |
| Annual return | 9.92% | 225.22%-215.3pp | 116.20%-106.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $11,164 | $3,720+200.1% | $3,168+252.4% | $4,663+139.4% |
| Participant deferral / active EE | $10,176 | $5,716+78.0% | $5,013+103.0% | $6,689+52.1% |
| Admin fee / account holder | $2,211 | $17,138-87.1% | $10,961-79.8% | $13,390-83.5% |