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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 | $239,090 | $172,111+38.9% | $150,298+59.1% | $137,256+74.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 19.05% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $7,764 | $4,636+67.5% | $4,154+86.9% | $4,156+86.8% |
| Participant deferral / active EE | $6,457 | $6,166+4.7% | $5,453+18.4% | $6,407+0.8% |
| Admin fee / account holder | $2,365 | $16,471-85.6% | $14,116-83.2% | $12,270-80.7% |