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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 | $225,689 | $148,623+51.9% | $135,974+66.0% | $139,466+61.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 13.48% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $7,907 | $5,246+50.7% | $4,859+62.7% | $4,754+66.3% |
| Participant deferral / active EE | $9,557 | $8,103+18.0% | $7,760+23.2% | $6,712+42.4% |
| Admin fee / account holder | $920 | $12,406-92.6% | $10,767-91.5% | $11,409-91.9% |