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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 | $215,294 | $176,105+22.3% | $159,474+35.0% | $167,536+28.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 19.44% | 331.91%-312.5pp | 263.68%-244.2pp | 478.82%-459.4pp |
| Employer contribution / active EE | $3,335 | $5,299-37.1% | $4,831-31.0% | $4,839-31.1% |
| Participant deferral / active EE | $5,414 | $7,751-30.1% | $7,353-26.4% | $6,342-14.6% |
| Admin fee / account holder | $2,594 | $12,559-79.3% | $10,802-76.0% | $12,315-78.9% |