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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 | $237,178 | $115,225+105.8% | $100,712+135.5% | $138,895+70.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 25.96% | 40.35%-14.4pp | 33.27%-7.3pp | 145.39%-119.4pp |
| Employer contribution / active EE | $1,848 | $2,771-33.3% | $2,313-20.1% | $4,194-55.9% |
| Participant deferral / active EE | $9,957 | $4,699+111.9% | $4,085+143.7% | $6,396+55.7% |
| Admin fee / account holder | $816 | $10,844-92.5% | $9,256-91.2% | $12,562-93.5% |