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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 | $248,491 | $175,257+41.8% | $149,717+66.0% | $139,456+78.2% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 14.11% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $2,655 | $5,477-51.5% | $4,820-44.9% | $4,753-44.1% |
| Participant deferral / active EE | $6,697 | $6,521+2.7% | $5,682+17.9% | $6,711-0.2% |
| Admin fee / account holder | $2,504 | $16,156-84.5% | $13,213-81.1% | $11,407-78.1% |