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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 | $246,929 | $162,136+52.3% | $152,301+62.1% | $154,746+59.6% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 12.31% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,182 | $4,890-75.8% | $4,624-74.4% | $4,379-73.0% |
| Participant deferral / active EE | $12,751 | $8,341+52.9% | $8,004+59.3% | $6,730+89.4% |
| Admin fee / account holder | $100,254 | $15,759+536.2% | $14,398+596.3% | $14,365+597.9% |