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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 | $197,663 | $108,825+81.6% | $156,181+26.6% | $82,448+139.7% |
| Participation rate | 78.8% | 72.4%+6.4pp | 78.8%0pp | 68.1%+10.7pp |
| Annual return | 16.83% | 20.59%-3.8pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $4,342 | $2,870+51.3% | $4,294+1.1% | $2,551+70.2% |
| Participant deferral / active EE | $11,829 | $4,577+158.4% | $6,132+92.9% | $4,139+185.8% |
| Admin fee / account holder | $22,874 | $9,341+144.9% | $14,586+56.8% | $7,234+216.2% |