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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 | $182,115 | $102,245+78.1% | $89,340+103.8% | $137,256+32.7% |
| Participation rate | 81.0% | 74.9%+6.1pp | 69.6%+11.4pp | 80.0%+1.0pp |
| Annual return | 11.70% | 21.89%-10.2pp | 20.57%-8.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $3,210 | $2,529+26.9% | $2,231+43.9% | $4,156-22.8% |
| Participant deferral / active EE | $7,236 | $4,436+63.1% | $3,823+89.3% | $6,407+12.9% |
| Admin fee / account holder | $190,408 | $8,085+2255.0% | $6,704+2740.3% | $12,270+1451.8% |