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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 | $205,324 | $157,296+30.5% | $141,191+45.4% | $152,897+34.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 21.02% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $6,412 | $5,262+21.8% | $4,736+35.4% | $4,764+34.6% |
| Participant deferral / active EE | $7,878 | $7,111+10.8% | $6,710+17.4% | $5,851+34.6% |
| Admin fee / account holder | $2,614 | $12,125-78.4% | $10,264-74.5% | $11,599-77.5% |