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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 | $171,713 | $166,020+3.4% | $164,866+4.2% | $145,959+17.6% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 13.53% | 100.08%-86.5pp | 69.97%-56.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $5,043 | $5,275-4.4% | $4,343+16.1% | $4,661+8.2% |
| Participant deferral / active EE | $10,194 | $6,961+46.4% | $6,033+69.0% | $6,689+52.4% |
| Admin fee / account holder | $1,175 | $16,644-92.9% | $12,689-90.7% | $13,398-91.2% |