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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 | $216,975 | $156,398+38.7% | $147,318+47.3% | $138,895+56.2% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 13.57% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.8pp |
| Employer contribution / active EE | $4,762 | $4,853-1.9% | $4,593+3.7% | $4,194+13.5% |
| Participant deferral / active EE | $14,019 | $8,237+70.2% | $7,906+77.3% | $6,396+119.2% |
| Admin fee / account holder | $6,022 | $14,976-59.8% | $13,708-56.1% | $12,562-52.1% |