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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 | $226,430 | $201,344+12.5% | $184,243+22.9% | $145,877+55.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.86% | 29.01%-14.2pp | 28.82%-14.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $8,812 | $7,022+25.5% | $6,427+37.1% | $4,663+89.0% |
| Participant deferral / active EE | $5,081 | $9,807-48.2% | $9,132-44.4% | $6,691-24.1% |
| Admin fee / account holder | $6,863 | $16,382-58.1% | $13,914-50.7% | $13,402-48.8% |