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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 | $153,679 | $148,629+3.4% | $135,982+13.0% | $139,487+10.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 22.24% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $9,421 | $5,247+79.6% | $4,859+93.9% | $4,755+98.1% |
| Participant deferral / active EE | $9,790 | $8,102+20.8% | $7,760+26.2% | $6,713+45.9% |
| Admin fee / account holder | $5,547 | $12,406-55.3% | $10,767-48.5% | $11,407-51.4% |