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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 | $210,510 | $162,136+29.8% | $152,301+38.2% | $154,746+36.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.02% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,239 | $4,890-33.8% | $4,624-30.0% | $4,379-26.0% |
| Participant deferral / active EE | $13,186 | $8,341+58.1% | $8,004+64.7% | $6,730+95.9% |
| Admin fee / account holder | $50,000 | $15,759+217.3% | $14,398+247.3% | $14,365+248.1% |