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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 | $180,124 | $168,635+6.8% | $147,617+22.0% | $125,389+43.7% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,957 | $6,252-36.7% | $5,564-28.9% | $4,866-18.7% |
| Participant deferral / active EE | $10,113 | $5,507+83.6% | $4,895+106.6% | $5,352+89.0% |
| Admin fee / account holder | $947 | $13,580-93.0% | $11,612-91.8% | $9,541-90.1% |