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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 | $235,303 | $126,661+85.8% | $113,397+107.5% | $138,895+69.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 12.57% | 25.05%-12.5pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,204 | $3,456+108.4% | $2,977+142.0% | $4,194+71.8% |
| Participant deferral / active EE | $6,651 | $5,693+16.8% | $5,076+31.0% | $6,396+4.0% |
| Admin fee / account holder | $2,829 | $14,549-80.6% | $11,957-76.3% | $12,562-77.5% |