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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 | $170,554 | $176,786-3.5% | $146,643+16.3% | $167,536+1.8% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 15.80% | 24.04%-8.2pp | 22.75%-6.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $5,202 | $5,161+0.8% | $4,137+25.8% | $4,839+7.5% |
| Participant deferral / active EE | $3,283 | $6,440-49.0% | $5,506-40.4% | $6,342-48.2% |
| Admin fee / account holder | $49,441 | $13,262+272.8% | $10,280+380.9% | $12,315+301.5% |