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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 | $235,233 | $154,228+52.5% | $145,433+61.7% | $137,256+71.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,478 | $4,804-6.8% | $4,554-1.7% | $4,156+7.8% |
| Participant deferral / active EE | $4,469 | $8,216-45.6% | $7,897-43.4% | $6,407-30.2% |
| Admin fee / account holder | $4,228 | $14,344-70.5% | $13,129-67.8% | $12,270-65.5% |