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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 | $149,415 | $172,111-13.2% | $150,298-0.6% | $137,256+8.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 18.84% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $10,510 | $4,636+126.7% | $4,154+153.0% | $4,156+152.9% |
| Participant deferral / active EE | $7,011 | $6,166+13.7% | $5,453+28.6% | $6,407+9.4% |
| Admin fee / account holder | $1,456 | $16,471-91.2% | $14,116-89.7% | $12,270-88.1% |