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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 | $234,523 | $209,425+12.0% | $178,499+31.4% | $158,966+47.5% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 27.55% | 188.80%-161.2pp | 151.10%-123.6pp | 302.95%-275.4pp |
| Employer contribution / active EE | $13,865 | $5,707+142.9% | $5,011+176.7% | $4,762+191.1% |
| Participant deferral / active EE | $6,545 | $5,955+9.9% | $5,202+25.8% | $5,983+9.4% |
| Admin fee / account holder | $4,251 | $17,078-75.1% | $13,986-69.6% | $11,250-62.2% |