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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 | $156,646 | $183,539-14.7% | $155,556+0.7% | $145,897+7.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.35% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $12,179 | $5,315+129.1% | $4,675+160.5% | $4,663+161.2% |
| Participant deferral / active EE | $7,963 | $6,467+23.1% | $5,631+41.4% | $6,689+19.0% |
| Admin fee / account holder | $441 | $19,275-97.7% | $15,885-97.2% | $13,390-96.7% |