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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 | $219,551 | $183,516+19.6% | $155,534+41.2% | $145,884+50.5% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 11.89% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,727 | $5,315-48.7% | $4,675-41.7% | $4,662-41.5% |
| Participant deferral / active EE | $6,655 | $6,467+2.9% | $5,630+18.2% | $6,690-0.5% |
| Admin fee / account holder | $3,585 | $19,293-81.4% | $15,900-77.4% | $13,392-73.2% |