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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 | $237,960 | $183,592+29.6% | $155,567+53.0% | $145,959+63.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.40% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.6pp |
| Employer contribution / active EE | $9,081 | $5,315+70.9% | $4,674+94.3% | $4,661+94.8% |
| Participant deferral / active EE | $3,725 | $6,464-42.4% | $5,628-33.8% | $6,689-44.3% |
| Admin fee / account holder | $4,120 | $19,318-78.7% | $15,916-74.1% | $13,398-69.2% |