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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 | $160,710 | $176,077-8.7% | $159,455+0.8% | $167,518-4.1% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 22.16% | 331.83%-309.7pp | 263.63%-241.5pp | 478.71%-456.6pp |
| Employer contribution / active EE | $3,946 | $5,298-25.5% | $4,830-18.3% | $4,838-18.4% |
| Participant deferral / active EE | $8,605 | $7,751+11.0% | $7,353+17.0% | $6,342+35.7% |
| Admin fee / account holder | $1,287 | $12,556-89.8% | $10,800-88.1% | $12,312-89.5% |