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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 | $245,271 | $165,361+48.3% | $149,715+63.8% | $158,950+54.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 13.85% | 348.24%-334.4pp | 276.66%-262.8pp | 302.91%-289.1pp |
| Employer contribution / active EE | $4,979 | $5,103-2.4% | $4,645+7.2% | $4,762+4.6% |
| Participant deferral / active EE | $3,539 | $7,182-50.7% | $6,842-48.3% | $5,983-40.9% |
| Admin fee / account holder | $1,579 | $10,808-85.4% | $9,310-83.0% | $11,248-86.0% |