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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 | $177,477 | $112,729+57.4% | $98,716+79.8% | $137,256+29.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 16.79% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $15,972 | $2,725+486.1% | $2,279+600.9% | $4,156+284.3% |
| Participant deferral / active EE | $7,552 | $4,640+62.8% | $4,048+86.6% | $6,407+17.9% |
| Admin fee / account holder | $1,240 | $10,129-87.8% | $8,703-85.8% | $12,270-89.9% |