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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 | $220,311 | $174,379+26.3% | $152,093+44.9% | $138,895+58.6% |
| Participation rate | 95.2% | 81.6%+13.6pp | 77.8%+17.5pp | 79.9%+15.3pp |
| Annual return | 16.19% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,256 | $4,652-51.5% | $4,175-46.0% | $4,194-46.2% |
| Participant deferral / active EE | $4,730 | $6,159-23.2% | $5,451-13.2% | $6,396-26.1% |
| Admin fee / account holder | $16,247 | $16,880-3.7% | $14,497+12.1% | $12,562+29.3% |