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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 | $217,189 | $185,883+16.8% | $170,043+27.7% | $139,466+55.7% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 21.86% | 60.54%-38.7pp | 53.40%-31.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,203 | $7,596-71.0% | $6,790-67.6% | $4,754-53.7% |
| Participant deferral / active EE | $7,176 | $11,626-38.3% | $10,410-31.1% | $6,712+6.9% |
| Admin fee / account holder | $972 | $15,393-93.7% | $12,824-92.4% | $11,409-91.5% |