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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 | $241,707 | $199,109+21.4% | $173,730+39.1% | $154,746+56.2% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 11.59% | 20.02%-8.4pp | 19.96%-8.4pp | 172.34%-160.7pp |
| Employer contribution / active EE | $12,221 | $5,311+130.1% | $4,577+167.0% | $4,379+179.1% |
| Participant deferral / active EE | $8,133 | $7,113+14.3% | $6,326+28.6% | $6,730+20.8% |
| Admin fee / account holder | $2,228 | $20,916-89.3% | $17,523-87.3% | $14,365-84.5% |