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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 | $224,225 | $183,627+22.1% | $155,602+44.1% | $145,978+53.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.15% | 61.32%-52.2pp | 64.81%-55.7pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,666 | $5,316-68.7% | $4,675-64.4% | $4,662-64.3% |
| Participant deferral / active EE | $3,333 | $6,466-48.5% | $5,629-40.8% | $6,690-50.2% |
| Admin fee / account holder | $4,466 | $19,327-76.9% | $15,923-72.0% | $13,400-66.7% |