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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 | $201,962 | $165,399+22.1% | $149,745+34.9% | $158,982+27.0% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 11.41% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,861 | $5,105-44.0% | $4,646-38.4% | $4,763-39.9% |
| Participant deferral / active EE | $8,532 | $7,183+18.8% | $6,843+24.7% | $5,983+42.6% |
| Admin fee / account holder | $37,507 | $10,811+246.9% | $9,312+302.8% | $11,252+233.3% |