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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 | $188,911 | $110,337+71.2% | $102,383+84.5% | $145,877+29.5% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 10.13% | 24.83%-14.7pp | 24.94%-14.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $10,804 | $4,216+156.3% | $3,870+179.1% | $4,663+131.7% |
| Participant deferral / active EE | $5,473 | $5,621-2.6% | $5,060+8.2% | $6,691-18.2% |
| Admin fee / account holder | $4,558 | $9,750-53.3% | $8,391-45.7% | $13,402-66.0% |