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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 | $237,470 | $176,120+34.8% | $159,487+48.9% | $167,553+41.7% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 10.04% | 331.95%-321.9pp | 263.71%-253.7pp | 478.89%-468.9pp |
| Employer contribution / active EE | $11,638 | $5,299+119.6% | $4,831+140.9% | $4,840+140.5% |
| Participant deferral / active EE | $5,048 | $7,752-34.9% | $7,354-31.4% | $6,343-20.4% |
| Admin fee / account holder | $1,057 | $12,561-91.6% | $10,804-90.2% | $12,316-91.4% |