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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 | $171,315 | $183,539-6.7% | $155,556+10.1% | $145,897+17.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 11.02% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,268 | $5,315-38.5% | $4,675-30.1% | $4,663-29.9% |
| Participant deferral / active EE | $7,812 | $6,467+20.8% | $5,631+38.7% | $6,689+16.8% |
| Admin fee / account holder | $9,326 | $19,275-51.6% | $15,885-41.3% | $13,390-30.4% |