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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 | $220,079 | $166,131+32.5% | $164,975+33.4% | $145,877+50.9% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 17.96% | 100.37%-82.4pp | 70.12%-52.2pp | 551.28%-533.3pp |
| Employer contribution / active EE | $8,118 | $5,276+53.9% | $4,343+86.9% | $4,663+74.1% |
| Participant deferral / active EE | $2,081 | $6,962-70.1% | $6,033-65.5% | $6,691-68.9% |
| Admin fee / account holder | $37,269 | $16,648+123.9% | $12,688+193.7% | $13,402+178.1% |