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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 | $241,679 | $175,231+37.9% | $149,696+61.4% | $139,466+73.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.48% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $5,605 | $5,478+2.3% | $4,821+16.3% | $4,754+17.9% |
| Participant deferral / active EE | $7,034 | $6,521+7.9% | $5,682+23.8% | $6,712+4.8% |
| Admin fee / account holder | $3,048 | $16,155-81.1% | $13,212-76.9% | $11,409-73.3% |