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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 | $181,955 | $148,582+22.5% | $135,942+33.8% | $139,456+30.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 17.00% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $1,471 | $5,245-72.0% | $4,858-69.7% | $4,753-69.0% |
| Participant deferral / active EE | $12,713 | $8,101+56.9% | $7,759+63.8% | $6,711+89.4% |
| Admin fee / account holder | $4,178 | $12,402-66.3% | $10,764-61.2% | $11,407-63.4% |