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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 | $220,082 | $202,460+8.7% | $169,385+29.9% | $139,456+57.8% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 11.87% | 532.07%-520.2pp | 405.82%-394.0pp | 373.45%-361.6pp |
| Employer contribution / active EE | $4,414 | $4,691-5.9% | $4,012+10.0% | $4,753-7.1% |
| Participant deferral / active EE | $8,728 | $6,938+25.8% | $6,221+40.3% | $6,711+30.1% |
| Admin fee / account holder | $1,157 | $10,719-89.2% | $9,011-87.2% | $11,407-89.9% |