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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 | $206,312 | $156,398+31.9% | $147,318+40.0% | $138,895+48.5% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 18.23% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,267 | $4,853-12.1% | $4,593-7.1% | $4,194+1.7% |
| Participant deferral / active EE | $6,693 | $8,237-18.7% | $7,906-15.3% | $6,396+4.6% |
| Admin fee / account holder | $6,652 | $14,976-55.6% | $13,708-51.5% | $12,562-47.0% |