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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 | $186,431 | $156,398+19.2% | $147,318+26.5% | $138,895+34.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 24.32% | 78.75%-54.4pp | 70.43%-46.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $7,858 | $4,853+61.9% | $4,593+71.1% | $4,194+87.4% |
| Participant deferral / active EE | $14,920 | $8,237+81.1% | $7,906+88.7% | $6,396+133.3% |
| Admin fee / account holder | $340,691 | $14,976+2175.0% | $13,708+2385.4% | $12,562+2612.0% |