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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 | $214,370 | $183,516+16.8% | $155,534+37.8% | $145,884+46.9% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 15.04% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $7,763 | $5,315+46.1% | $4,675+66.1% | $4,662+66.5% |
| Participant deferral / active EE | $5,076 | $6,467-21.5% | $5,630-9.8% | $6,690-24.1% |
| Admin fee / account holder | $3,483 | $19,293-81.9% | $15,900-78.1% | $13,392-74.0% |