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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 | $195,362 | $162,136+20.5% | $152,301+28.3% | $154,746+26.2% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 19.36% | 91.02%-71.7pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $10,521 | $4,890+115.1% | $4,624+127.5% | $4,379+140.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $159,927 | $15,759+914.8% | $14,398+1010.8% | $14,365+1013.3% |