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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 | $230,921 | $160,040+44.3% | $147,096+57.0% | $145,877+58.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.26% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $10,542 | $5,289+99.3% | $4,936+113.6% | $4,663+126.1% |
| Participant deferral / active EE | $11,922 | $8,429+41.4% | $8,071+47.7% | $6,691+78.2% |
| Admin fee / account holder | $33,029 | $15,050+119.5% | $13,005+154.0% | $13,402+146.4% |