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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 | $153,135 | $157,296-2.6% | $141,191+8.5% | $152,897+0.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $9,922 | $5,262+88.6% | $4,736+109.5% | $4,764+108.3% |
| Participant deferral / active EE | $12,035 | $7,111+69.2% | $6,710+79.4% | $5,851+105.7% |
| Admin fee / account holder | $11,474 | $12,125-5.4% | $10,264+11.8% | $11,599-1.1% |