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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 | $187,823 | $183,627+2.3% | $155,602+20.7% | $145,978+28.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.16% | 61.32%-50.2pp | 64.81%-53.6pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,797 | $5,316-47.4% | $4,675-40.2% | $4,662-40.0% |
| Participant deferral / active EE | $5,428 | $6,466-16.0% | $5,629-3.6% | $6,690-18.9% |
| Admin fee / account holder | $12,174 | $19,327-37.0% | $15,923-23.5% | $13,400-9.2% |