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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 | $236,590 | $232,540+1.7% | $185,117+27.8% | $147,586+60.3% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 18.93% | 43.03%-24.1pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $1,428 | $5,195-72.5% | $4,182-65.9% | $4,876-70.7% |
| Participant deferral / active EE | $9,478 | $5,834+62.5% | $5,045+87.9% | $5,439+74.3% |
| Admin fee / account holder | $1,315 | $10,275-87.2% | $8,159-83.9% | $10,886-87.9% |