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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 | $239,426 | $115,780+106.8% | $101,255+136.5% | $158,931+50.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 23.51% | 56.14%-32.6pp | 46.48%-23.0pp | 302.86%-279.3pp |
| Employer contribution / active EE | $19,993 | $4,175+378.9% | $3,660+446.3% | $4,761+319.9% |
| Participant deferral / active EE | $16,929 | $4,958+241.5% | $4,370+287.3% | $5,982+183.0% |
| Admin fee / account holder | $965 | $7,246-86.7% | $5,946-83.8% | $11,247-91.4% |