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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 | $208,239 | $155,555+33.9% | $146,866+41.8% | $155,188+34.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.5%+11.9pp | 80.8%+13.6pp |
| Annual return | 12.49% | 115.41%-102.9pp | 102.85%-90.4pp | 148.84%-136.3pp |
| Employer contribution / active EE | $7,642 | $4,647+64.5% | $4,425+72.7% | $4,248+79.9% |
| Participant deferral / active EE | $6,677 | $8,044-17.0% | $7,759-14.0% | $6,531+2.2% |
| Admin fee / account holder | $2,600 | $14,755-82.4% | $13,620-80.9% | $14,480-82.0% |