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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 | $162,655 | $172,111-5.5% | $150,298+8.2% | $137,256+18.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 14.38% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $9,027 | $4,636+94.7% | $4,154+117.3% | $4,156+117.2% |
| Participant deferral / active EE | $11,332 | $6,166+83.8% | $5,453+107.8% | $6,407+76.9% |
| Admin fee / account holder | $236,149 | $16,471+1333.7% | $14,116+1572.9% | $12,270+1824.6% |