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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 | $205,873 | $166,089+24.0% | $164,928+24.8% | $145,978+41.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.25% | 100.26%-88.0pp | 70.08%-57.8pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,977 | $6,961+14.6% | $6,034+32.2% | $6,690+19.2% |
| Admin fee / account holder | $13,843 | $16,641-16.8% | $12,684+9.1% | $13,400+3.3% |