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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 | $237,930 | $165,399+43.9% | $149,745+58.9% | $158,982+49.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 22.11% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $7,832 | $5,105+53.4% | $4,646+68.6% | $4,763+64.4% |
| Participant deferral / active EE | $9,596 | $7,183+33.6% | $6,843+40.2% | $5,983+60.4% |
| Admin fee / account holder | $3,799 | $10,811-64.9% | $9,312-59.2% | $11,252-66.2% |