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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 | $168,423 | $162,136+3.9% | $152,301+10.6% | $154,746+8.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 13.22% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,279 | $4,890-73.9% | $4,624-72.3% | $4,379-70.8% |
| Participant deferral / active EE | $4,152 | $8,341-50.2% | $8,004-48.1% | $6,730-38.3% |
| Admin fee / account holder | $7,523 | $15,759-52.3% | $14,398-47.8% | $14,365-47.6% |