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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 | $208,979 | $112,729+85.4% | $98,716+111.7% | $137,256+52.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.3%+24.5pp | 80.0%+13.8pp |
| Annual return | 13.93% | 38.48%-24.5pp | 31.81%-17.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,746 | $2,725+37.4% | $2,279+64.4% | $4,156-9.9% |
| Participant deferral / active EE | $11,005 | $4,640+137.2% | $4,048+171.9% | $6,407+71.8% |
| Admin fee / account holder | $75,214 | $10,129+642.6% | $8,703+764.2% | $12,270+513.0% |