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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 | $155,777 | $157,270-0.9% | $141,173+10.3% | $152,870+1.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 16.42% | 64.33%-47.9pp | 71.40%-55.0pp | 345.34%-328.9pp |
| Employer contribution / active EE | $2,006 | $5,261-61.9% | $4,735-57.6% | $4,763-57.9% |
| Participant deferral / active EE | $3,181 | $7,110-55.3% | $6,710-52.6% | $5,850-45.6% |
| Admin fee / account holder | $11,837 | $12,121-2.3% | $10,262+15.3% | $11,597+2.1% |