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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 | $166,974 | $166,268+0.4% | $165,100+1.1% | $145,897+14.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 17.76% | 100.52%-82.8pp | 70.21%-52.4pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,065 | $5,284-42.0% | $4,348-29.5% | $4,663-34.3% |
| Participant deferral / active EE | $3,516 | $6,964-49.5% | $6,035-41.8% | $6,689-47.4% |
| Admin fee / account holder | $3,444 | $16,659-79.3% | $12,696-72.9% | $13,390-74.3% |