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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 | $185,312+27.5% | $161,489+46.3% | $154,746+52.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 17.26% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $12,449 | $4,769+161.0% | $4,268+191.7% | $4,379+184.3% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $4,310 | $18,654-76.9% | $16,006-73.1% | $14,365-70.0% |