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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 | $195,311 | $148,582+31.5% | $135,942+43.7% | $139,456+40.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.14% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $3,088 | $5,245-41.1% | $4,858-36.4% | $4,753-35.0% |
| Participant deferral / active EE | $8,443 | $8,101+4.2% | $7,759+8.8% | $6,711+25.8% |
| Admin fee / account holder | $4,505 | $12,402-63.7% | $10,764-58.1% | $11,407-60.5% |