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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 | $216,975 | $154,228+40.7% | $145,433+49.2% | $137,256+58.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,267 | $4,804-32.0% | $4,554-28.3% | $4,156-21.4% |
| Participant deferral / active EE | $7,796 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $5,180 | $14,344-63.9% | $13,129-60.5% | $12,270-57.8% |