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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 | $203,141 | $175,257+15.9% | $149,717+35.7% | $139,456+45.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.75% | 166.70%-149.0pp | 134.41%-116.7pp | 373.45%-355.7pp |
| Employer contribution / active EE | $14,889 | $5,477+171.9% | $4,820+208.9% | $4,753+213.3% |
| Participant deferral / active EE | $7,123 | $6,521+9.2% | $5,682+25.4% | $6,711+6.1% |
| Admin fee / account holder | $13,136 | $16,156-18.7% | $13,213-0.6% | $11,407+15.2% |