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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 | $237,694 | $107,363+121.4% | $92,909+155.8% | $152,897+55.5% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.5%+8.0pp |
| Annual return | 14.78% | 145.63%-130.8pp | 109.44%-94.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $2,220 | $4,222-47.4% | $3,653-39.2% | $4,764-53.4% |
| Participant deferral / active EE | $6,512 | $4,848+34.3% | $4,238+53.7% | $5,851+11.3% |
| Admin fee / account holder | $10,067 | $7,082+42.2% | $5,795+73.7% | $11,599-13.2% |