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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 | $227,323 | $162,136+40.2% | $152,301+49.3% | $154,746+46.9% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 19.78% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $7,340 | $4,890+50.1% | $4,624+58.7% | $4,379+67.6% |
| Participant deferral / active EE | $7,235 | $8,341-13.3% | $8,004-9.6% | $6,730+7.5% |
| Admin fee / account holder | $1,690 | $15,759-89.3% | $14,398-88.3% | $14,365-88.2% |