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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 | $214,134 | $112,729+90.0% | $98,716+116.9% | $137,256+56.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 16.44% | 38.48%-22.0pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,197 | $2,725+17.3% | $2,279+40.3% | $4,156-23.1% |
| Participant deferral / active EE | $13,887 | $4,640+199.3% | $4,048+243.1% | $6,407+116.8% |
| Admin fee / account holder | $1,130 | $10,129-88.8% | $8,703-87.0% | $12,270-90.8% |