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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 | $196,223 | $118,496+65.6% | $98,461+99.3% | $139,466+40.7% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 22.26% | 18.96%+3.3pp | 21.17%+1.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,524 | $3,611-57.8% | $3,049-50.0% | $4,754-67.9% |
| Participant deferral / active EE | $6,863 | $5,393+27.3% | $4,738+44.8% | $6,712+2.2% |
| Admin fee / account holder | $995 | $14,056-92.9% | $8,961-88.9% | $11,409-91.3% |