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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 | $166,131+0.5% | $164,975+1.2% | $145,877+14.5% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 17.76% | 100.37%-82.6pp | 70.12%-52.4pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,065 | $5,276-41.9% | $4,343-29.4% | $4,663-34.3% |
| Participant deferral / active EE | $3,516 | $6,962-49.5% | $6,033-41.7% | $6,691-47.5% |
| Admin fee / account holder | $3,444 | $16,648-79.3% | $12,688-72.9% | $13,402-74.3% |