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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 | $176,799 | $166,131+6.4% | $164,975+7.2% | $145,877+21.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 14.88% | 100.37%-85.5pp | 70.12%-55.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,515 | $5,276+4.5% | $4,343+27.0% | $4,663+18.3% |
| Participant deferral / active EE | $8,050 | $6,962+15.6% | $6,033+33.4% | $6,691+20.3% |
| Admin fee / account holder | $17,886 | $16,648+7.4% | $12,688+41.0% | $13,402+33.5% |