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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 | $180,495 | $165,399+9.1% | $149,745+20.5% | $158,982+13.5% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 8.48% | 348.34%-339.9pp | 276.72%-268.2pp | 302.99%-294.5pp |
| Employer contribution / active EE | $11,230 | $5,105+120.0% | $4,646+141.7% | $4,763+135.8% |
| Participant deferral / active EE | $7,235 | $7,183+0.7% | $6,843+5.7% | $5,983+20.9% |
| Admin fee / account holder | $32,893 | $10,811+204.2% | $9,312+253.2% | $11,252+192.3% |