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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 | $202,410 | $154,228+31.2% | $145,433+39.2% | $137,256+47.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 12.96% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $19,569 | $4,804+307.3% | $4,554+329.7% | $4,156+370.9% |
| Participant deferral / active EE | $10,941 | $8,216+33.2% | $7,897+38.5% | $6,407+70.8% |
| Admin fee / account holder | $13,874 | $14,344-3.3% | $13,129+5.7% | $12,270+13.1% |