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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 | $223,830 | $166,089+34.8% | $164,928+35.7% | $145,978+53.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 14.14% | 100.26%-86.1pp | 70.08%-55.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $6,270 | $5,276+18.8% | $4,343+44.4% | $4,662+34.5% |
| Participant deferral / active EE | $9,551 | $6,961+37.2% | $6,034+58.3% | $6,690+42.8% |
| Admin fee / account holder | $47,338 | $16,641+184.5% | $12,684+273.2% | $13,400+253.3% |