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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 | $172,816 | $156,616+10.3% | $133,346+29.6% | $198,609-13.0% |
| Participation rate | 95.5% | 77.7%+17.7pp | 72.8%+22.6pp | 82.4%+13.1pp |
| Annual return | 7.14% | 44.25%-37.1pp | 36.85%-29.7pp | 202.70%-195.6pp |
| Employer contribution / active EE | $7,268 | $3,368+115.8% | $2,853+154.7% | $5,055+43.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,450 | $17,468+11.3% | $14,264+36.4% | $19,030+2.2% |