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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 | $190,292 | $162,136+17.4% | $152,301+24.9% | $154,746+23.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 17.50% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $14,200 | $4,890+190.4% | $4,624+207.1% | $4,379+224.3% |
| Participant deferral / active EE | $7,032 | $8,341-15.7% | $8,004-12.1% | $6,730+4.5% |
| Admin fee / account holder | $4,715 | $15,759-70.1% | $14,398-67.2% | $14,365-67.2% |