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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 | $115,225+103.2% | $100,712+132.5% | $138,895+68.6% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 15.02% | 40.35%-25.3pp | 33.27%-18.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $4,283 | $2,771+54.6% | $2,313+85.2% | $4,194+2.1% |
| Participant deferral / active EE | $12,575 | $4,699+167.6% | $4,085+207.8% | $6,396+96.6% |
| Admin fee / account holder | $38,221 | $10,844+252.5% | $9,256+312.9% | $12,562+204.3% |