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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 | $216,541 | $210,698+2.8% | $178,014+21.6% | $145,959+48.4% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 15.37% | 386.27%-370.9pp | 294.80%-279.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,270 | $4,567-50.3% | $3,950-42.5% | $4,661-51.3% |
| Participant deferral / active EE | $7,374 | $6,958+6.0% | $6,276+17.5% | $6,689+10.2% |
| Admin fee / account holder | $1,924 | $12,016-84.0% | $10,362-81.4% | $13,398-85.6% |