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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 | $219,078 | $198,457+10.4% | $170,435+28.5% | $147,586+48.4% |
| Participation rate | 73.7% | 88.0%-14.3pp | 83.6%-9.9pp | 82.8%-9.1pp |
| Annual return | 13.94% | 257.30%-243.4pp | 205.94%-192.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $10,163 | $6,183+64.4% | $5,432+87.1% | $4,876+108.4% |
| Participant deferral / active EE | $6,310 | $5,629+12.1% | $4,939+27.7% | $5,439+16.0% |
| Admin fee / account holder | $6,222 | $16,852-63.1% | $13,881-55.2% | $10,886-42.8% |