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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 | $248,234 | $161,352+53.8% | $134,172+85.0% | $137,256+80.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 12.08% | 28.72%-16.6pp | 25.30%-13.2pp | 220.34%-208.3pp |
| Employer contribution / active EE | $14,807 | $4,099+261.3% | $3,420+333.0% | $4,156+256.3% |
| Participant deferral / active EE | $15,481 | $5,552+178.8% | $4,690+230.0% | $6,407+141.6% |
| Admin fee / account holder | $10,720 | $15,028-28.7% | $12,016-10.8% | $12,270-12.6% |