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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 | $159,930 | $202,463-21.0% | $169,397-5.6% | $139,487+14.7% |
| Participation rate | 95.8% | 81.1%+14.7pp | 77.2%+18.7pp | 80.3%+15.5pp |
| Annual return | 17.24% | 532.64%-515.4pp | 406.23%-389.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,549 | $4,694-24.4% | $4,013-11.6% | $4,755-25.4% |
| Participant deferral / active EE | $7,434 | $6,941+7.1% | $6,223+19.5% | $6,713+10.8% |
| Admin fee / account holder | $11,115 | $10,726+3.6% | $9,017+23.3% | $11,407-2.6% |