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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 | $200,936 | $157,276+27.8% | $141,177+42.3% | $152,885+31.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 26.37% | 64.33%-38.0pp | 71.40%-45.0pp | 345.39%-319.0pp |
| Employer contribution / active EE | $4,612 | $5,262-12.3% | $4,736-2.6% | $4,763-3.2% |
| Participant deferral / active EE | $10,784 | $7,110+51.7% | $6,710+60.7% | $5,851+84.3% |
| Admin fee / account holder | $5,725 | $12,123-52.8% | $10,263-44.2% | $11,598-50.6% |