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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 | $191,669 | $112,729+70.0% | $98,716+94.2% | $137,256+39.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 17.08% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $11,030 | $2,725+304.7% | $2,279+384.1% | $4,156+165.4% |
| Participant deferral / active EE | $11,068 | $4,640+138.5% | $4,048+173.4% | $6,407+72.8% |
| Admin fee / account holder | $5,060 | $10,129-50.0% | $8,703-41.9% | $12,270-58.8% |