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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 | $210,934 | $139,948+50.7% | $121,663+73.4% | $154,746+36.3% |
| Participation rate | 95.2% | 78.0%+17.2pp | 74.5%+20.7pp | 80.7%+14.5pp |
| Annual return | 13.53% | 230.52%-217.0pp | 147.54%-134.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $15,411 | $3,521+337.7% | $3,020+410.3% | $4,379+251.9% |
| Participant deferral / active EE | $3,519 | $5,629-37.5% | $4,887-28.0% | $6,730-47.7% |
| Admin fee / account holder | $2,862 | $17,321-83.5% | $14,289-80.0% | $14,365-80.1% |