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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 | $170,312 | $166,242+2.4% | $165,071+3.2% | $145,884+16.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.14% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,976 | $5,283-62.6% | $4,347-54.5% | $4,662-57.6% |
| Participant deferral / active EE | $5,574 | $6,964-20.0% | $6,035-7.6% | $6,690-16.7% |
| Admin fee / account holder | $1,929 | $16,658-88.4% | $12,695-84.8% | $13,392-85.6% |