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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 | $225,359 | $201,370+11.9% | $184,256+22.3% | $145,897+54.5% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 10.00% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,868 | $7,024-73.4% | $6,427-70.9% | $4,663-59.9% |
| Participant deferral / active EE | $8,764 | $9,808-10.6% | $9,133-4.0% | $6,689+31.0% |
| Admin fee / account holder | $1,107 | $16,364-93.2% | $13,899-92.0% | $13,390-91.7% |