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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 | $167,765 | $105,198+59.5% | $159,455+5.2% | $85,856+95.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 16.07% | 45.08%-29.0pp | 263.63%-247.6pp | 318.58%-302.5pp |
| Employer contribution / active EE | $4,789 | $3,319+44.3% | $4,830-0.9% | $2,565+86.7% |
| Participant deferral / active EE | $11,528 | $5,946+93.9% | $7,353+56.8% | $3,952+191.7% |
| Admin fee / account holder | $9,332 | $6,934+34.6% | $10,800-13.6% | $6,261+49.1% |