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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 | $176,707 | $111,535+58.4% | $105,223+67.9% | $137,256+28.7% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 17.25% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,234 | $3,939+58.2% | $3,689+69.0% | $4,156+50.0% |
| Participant deferral / active EE | $3,906 | $5,500-29.0% | $5,072-23.0% | $6,407-39.0% |
| Admin fee / account holder | $3,646 | $9,721-62.5% | $8,859-58.8% | $12,270-70.3% |