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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 | $191,001 | $124,425+53.5% | $112,040+70.5% | $137,256+39.2% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 18.21% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $7,897 | $3,411+131.5% | $2,954+167.3% | $4,156+90.0% |
| Participant deferral / active EE | $8,241 | $5,718+44.1% | $5,098+61.7% | $6,407+28.6% |
| Admin fee / account holder | $2,501 | $15,207-83.6% | $12,098-79.3% | $12,270-79.6% |