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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 | $218,947 | $172,111+27.2% | $150,298+45.7% | $137,256+59.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.92% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,177 | $4,636-31.5% | $4,154-23.5% | $4,156-23.6% |
| Participant deferral / active EE | $9,762 | $6,166+58.3% | $5,453+79.0% | $6,407+52.4% |
| Admin fee / account holder | $3,537 | $16,471-78.5% | $14,116-74.9% | $12,270-71.2% |