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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 | $170,063 | $178,174-4.6% | $156,181+8.9% | $137,256+23.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 18.69% | 84.19%-65.5pp | 64.87%-46.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $5,669 | $4,972+14.0% | $4,294+32.0% | $4,156+36.4% |
| Participant deferral / active EE | $10,290 | $6,888+49.4% | $6,132+67.8% | $6,407+60.6% |
| Admin fee / account holder | $468 | $17,404-97.3% | $14,586-96.8% | $12,270-96.2% |