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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 | $224,565 | $198,457+13.2% | $170,435+31.8% | $147,586+52.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.90% | 257.30%-245.4pp | 205.94%-194.0pp | 578.59%-566.7pp |
| Employer contribution / active EE | $9,639 | $6,183+55.9% | $5,432+77.4% | $4,876+97.7% |
| Participant deferral / active EE | $6,280 | $5,629+11.6% | $4,939+27.1% | $5,439+15.5% |
| Admin fee / account holder | $9,541 | $16,852-43.4% | $13,881-31.3% | $10,886-12.4% |