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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 | $216,237 | $154,228+40.2% | $145,433+48.7% | $137,256+57.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,860 | $4,804-19.6% | $4,554-15.2% | $4,156-7.1% |
| Participant deferral / active EE | $17,625 | $8,216+114.5% | $7,897+123.2% | $6,407+175.1% |
| Admin fee / account holder | $6,578 | $14,344-54.1% | $13,129-49.9% | $12,270-46.4% |