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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 | $213,025 | $172,111+23.8% | $150,298+41.7% | $137,256+55.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.59% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,745 | $4,636+45.5% | $4,154+62.4% | $4,156+62.3% |
| Participant deferral / active EE | $7,020 | $6,166+13.8% | $5,453+28.7% | $6,407+9.6% |
| Admin fee / account holder | $5,377 | $16,471-67.4% | $14,116-61.9% | $12,270-56.2% |