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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 | $215,978 | $157,296+37.3% | $141,191+53.0% | $152,897+41.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.93% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $4,805 | $5,262-8.7% | $4,736+1.5% | $4,764+0.9% |
| Participant deferral / active EE | $6,950 | $7,111-2.3% | $6,710+3.6% | $5,851+18.8% |
| Admin fee / account holder | $26,431 | $12,125+118.0% | $10,264+157.5% | $11,599+127.9% |