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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 | $232,384 | $185,856+25.0% | $170,028+36.7% | $139,456+66.6% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 15.85% | 60.52%-44.7pp | 53.39%-37.5pp | 373.45%-357.6pp |
| Employer contribution / active EE | $10,580 | $7,593+39.3% | $6,788+55.9% | $4,753+122.6% |
| Participant deferral / active EE | $13,805 | $11,623+18.8% | $10,409+32.6% | $6,711+105.7% |
| Admin fee / account holder | $15,252 | $15,387-0.9% | $12,820+19.0% | $11,407+33.7% |