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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 | $204,633 | $148,623+37.7% | $135,974+50.5% | $139,466+46.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.83% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $19,200 | $5,246+266.0% | $4,859+295.2% | $4,754+303.9% |
| Participant deferral / active EE | $18,720 | $8,103+131.0% | $7,760+141.2% | $6,712+178.9% |
| Admin fee / account holder | $15,091 | $12,406+21.6% | $10,767+40.2% | $11,409+32.3% |