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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 | $212,284 | $110,240+92.6% | $96,544+119.9% | $139,487+52.2% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 20.07% | 26.41%-6.3pp | 25.88%-5.8pp | 373.84%-353.8pp |
| Employer contribution / active EE | $2,942 | $3,622-18.8% | $2,966-0.8% | $4,755-38.1% |
| Participant deferral / active EE | $16,176 | $5,549+191.5% | $4,851+233.4% | $6,713+141.0% |
| Admin fee / account holder | $10,195 | $11,602-12.1% | $8,254+23.5% | $11,407-10.6% |