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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 | $231,821 | $165,381+40.2% | $149,730+54.8% | $158,966+45.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 12.24% | 348.29%-336.1pp | 276.70%-264.5pp | 302.95%-290.7pp |
| Employer contribution / active EE | $1,367 | $5,104-73.2% | $4,645-70.6% | $4,762-71.3% |
| Participant deferral / active EE | $3,580 | $7,182-50.2% | $6,843-47.7% | $5,983-40.2% |
| Admin fee / account holder | $7,544 | $10,809-30.2% | $9,310-19.0% | $11,250-32.9% |