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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 | $159,192 | $165,361-3.7% | $149,715+6.3% | $158,950+0.2% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 9.06% | 348.24%-339.2pp | 276.66%-267.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,611 | $7,182-49.7% | $6,842-47.2% | $5,983-39.6% |
| Admin fee / account holder | $128,649 | $10,808+1090.3% | $9,310+1281.9% | $11,248+1043.7% |