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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 | $165,023 | $148,623+11.0% | $135,974+21.4% | $139,466+18.3% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 15.46% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $7,048 | $5,246+34.3% | $4,859+45.0% | $4,754+48.2% |
| Participant deferral / active EE | $9,765 | $8,103+20.5% | $7,760+25.8% | $6,712+45.5% |
| Admin fee / account holder | $3,497 | $12,406-71.8% | $10,767-67.5% | $11,409-69.3% |