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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 | $211,255 | $100,970+109.2% | $96,576+118.7% | $137,256+53.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 17.07% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,565 | $3,809-58.9% | $3,553-56.0% | $4,156-62.4% |
| Participant deferral / active EE | $8,485 | $8,286+2.4% | $7,956+6.6% | $6,407+32.4% |
| Admin fee / account holder | $74,304 | $11,312+556.9% | $11,381+552.9% | $12,270+505.6% |