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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 | $224,953 | $174,379+29.0% | $152,093+47.9% | $138,895+62.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 12.64% | 74.86%-62.2pp | 66.36%-53.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $10,314 | $4,652+121.7% | $4,175+147.1% | $4,194+145.9% |
| Participant deferral / active EE | $7,135 | $6,159+15.8% | $5,451+30.9% | $6,396+11.6% |
| Admin fee / account holder | $2,880 | $16,880-82.9% | $14,497-80.1% | $12,562-77.1% |