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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 | $193,658 | $150,346+28.8% | $120,524+60.7% | $145,877+32.8% |
| Participation rate | 72.2% | 78.8%-6.6pp | 71.9%+0.3pp | 80.3%-8.1pp |
| Annual return | 12.05% | 154.40%-142.4pp | 107.36%-95.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $12,271 | $4,353+181.9% | $3,469+253.7% | $4,663+163.2% |
| Participant deferral / active EE | $5,901 | $6,172-4.4% | $4,994+18.2% | $6,691-11.8% |
| Admin fee / account holder | $17,337 | $12,215+41.9% | $9,440+83.7% | $13,402+29.4% |