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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 | $241,897 | $142,430+69.8% | $115,170+110.0% | $152,897+58.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 23.94% | 41.48%-17.5pp | 35.60%-11.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $5,324 | $4,011+32.7% | $3,179+67.5% | $4,764+11.8% |
| Participant deferral / active EE | $5,580 | $5,165+8.0% | $4,169+33.9% | $5,851-4.6% |
| Admin fee / account holder | $3,743 | $8,464-55.8% | $7,089-47.2% | $11,599-67.7% |