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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 | $236,205 | $172,111+37.2% | $150,298+57.2% | $137,256+72.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 17.26% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $12,449 | $4,636+168.5% | $4,154+199.7% | $4,156+199.5% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $4,310 | $16,471-73.8% | $14,116-69.5% | $12,270-64.9% |