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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 | $177,156+40.1% | $147,027+68.8% | $154,746+60.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 12.08% | 21.94%-9.9pp | 20.23%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $14,807 | $4,336+241.4% | $3,626+308.4% | $4,379+238.1% |
| Participant deferral / active EE | $15,481 | $5,797+167.1% | $4,933+213.8% | $6,730+130.0% |
| Admin fee / account holder | $10,720 | $14,904-28.1% | $12,223-12.3% | $14,365-25.4% |