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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 | $152,103 | $154,159-1.3% | $130,026+17.0% | $139,456+9.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 16.35% | 32.50%-16.1pp | -137.26%+153.6pp | 373.45%-357.1pp |
| Employer contribution / active EE | $4,962 | $5,292-6.2% | $4,321+14.8% | $4,753+4.4% |
| Participant deferral / active EE | $7,237 | $6,710+7.9% | $5,821+24.3% | $6,711+7.8% |
| Admin fee / account holder | $16,460 | $14,001+17.6% | $10,608+55.2% | $11,407+44.3% |