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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 | $221,897 | $105,960+109.4% | $81,726+171.5% | $158,982+39.6% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 19.14% | 38.19%-19.0pp | 29.49%-10.4pp | 302.99%-283.9pp |
| Employer contribution / active EE | $5,785 | $7,805-25.9% | $4,311+34.2% | $4,763+21.5% |
| Participant deferral / active EE | $5,814 | $13,011-55.3% | $7,108-18.2% | $5,983-2.8% |
| Admin fee / account holder | $154,085 | $8,494+1714.0% | $5,160+2886.1% | $11,252+1269.5% |