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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 | $178,794 | $166,131+7.6% | $164,975+8.4% | $145,877+22.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.01% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,815 | $5,276-46.6% | $4,343-35.2% | $4,663-39.6% |
| Participant deferral / active EE | $19,124 | $6,962+174.7% | $6,033+217.0% | $6,691+185.8% |
| Admin fee / account holder | $2,361 | $16,648-85.8% | $12,688-81.4% | $13,402-82.4% |