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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 | $234,172 | $112,729+107.7% | $98,716+137.2% | $137,256+70.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 15.02% | 38.48%-23.5pp | 31.81%-16.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $4,283 | $2,725+57.2% | $2,279+88.0% | $4,156+3.1% |
| Participant deferral / active EE | $12,575 | $4,640+171.0% | $4,048+210.7% | $6,407+96.3% |
| Admin fee / account holder | $38,221 | $10,129+277.4% | $8,703+339.2% | $12,270+211.5% |