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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 | $194,877 | $157,276+23.9% | $141,177+38.0% | $152,885+27.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 31.29% | 64.33%-33.0pp | 71.40%-40.1pp | 345.39%-314.1pp |
| Employer contribution / active EE | $6,832 | $5,262+29.9% | $4,736+44.3% | $4,763+43.4% |
| Participant deferral / active EE | $11,808 | $7,110+66.1% | $6,710+76.0% | $5,851+101.8% |
| Admin fee / account holder | $436 | $12,123-96.4% | $10,263-95.7% | $11,598-96.2% |