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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 | $210,222 | $115,225+82.4% | $100,712+108.7% | $138,895+51.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 11.20% | 40.35%-29.2pp | 33.27%-22.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $4,996 | $2,771+80.3% | $2,313+116.0% | $4,194+19.1% |
| Participant deferral / active EE | $9,599 | $4,699+104.3% | $4,085+135.0% | $6,396+50.1% |
| Admin fee / account holder | $36,558 | $10,844+237.1% | $9,256+295.0% | $12,562+191.0% |