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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 | $223,606 | $165,361+35.2% | $149,715+49.4% | $158,950+40.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.96% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-290.0pp |
| Employer contribution / active EE | $4,139 | $5,103-18.9% | $4,645-10.9% | $4,762-13.1% |
| Participant deferral / active EE | $9,107 | $7,182+26.8% | $6,842+33.1% | $5,983+52.2% |
| Admin fee / account holder | $2,306 | $10,808-78.7% | $9,310-75.2% | $11,248-79.5% |