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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 | $225,714 | $201,372+12.1% | $184,260+22.5% | $145,884+54.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.36% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $12,938 | $7,024+84.2% | $6,427+101.3% | $4,662+177.5% |
| Participant deferral / active EE | $13,093 | $9,808+33.5% | $9,133+43.4% | $6,690+95.7% |
| Admin fee / account holder | $176,010 | $16,362+975.7% | $13,898+1166.4% | $13,392+1214.3% |