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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 | $227,510 | $172,111+32.2% | $150,298+51.4% | $137,256+65.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.34% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,688 | $4,636-20.5% | $4,154-11.2% | $4,156-11.3% |
| Participant deferral / active EE | $10,165 | $6,166+64.9% | $5,453+86.4% | $6,407+58.7% |
| Admin fee / account holder | $1,999 | $16,471-87.9% | $14,116-85.8% | $12,270-83.7% |