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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 | $237,417 | $232,540+2.1% | $185,117+28.3% | $147,586+60.9% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 16.74% | 43.03%-26.3pp | 40.50%-23.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $14,018 | $5,195+169.8% | $4,182+235.2% | $4,876+187.5% |
| Participant deferral / active EE | $5,051 | $5,834-13.4% | $5,045+0.1% | $5,439-7.1% |
| Admin fee / account holder | $4,439 | $10,275-56.8% | $8,159-45.6% | $10,886-59.2% |