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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 | $192,113 | $165,399+16.2% | $149,745+28.3% | $158,982+20.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.87% | 348.34%-329.5pp | 276.72%-257.9pp | 302.99%-284.1pp |
| Employer contribution / active EE | $10,218 | $5,105+100.2% | $4,646+120.0% | $4,763+114.5% |
| Participant deferral / active EE | $13,258 | $7,183+84.6% | $6,843+93.7% | $5,983+121.6% |
| Admin fee / account holder | $400 | $10,811-96.3% | $9,312-95.7% | $11,252-96.4% |