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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 | $217,945 | $197,637+10.3% | $177,848+22.5% | $158,982+37.1% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 14.15% | 58.77%-44.6pp | 48.33%-34.2pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,792 | $6,698-58.3% | $5,919-52.8% | $4,763-41.4% |
| Participant deferral / active EE | $14,028 | $8,405+66.9% | $7,714+81.9% | $5,983+134.4% |
| Admin fee / account holder | $7,990 | $15,406-48.1% | $12,431-35.7% | $11,252-29.0% |