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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 | $162,850 | $154,193+5.6% | $130,045+25.2% | $139,466+16.8% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 14.36% | 32.51%-18.2pp | -137.30%+151.7pp | 373.66%-359.3pp |
| Employer contribution / active EE | $7,008 | $5,292+32.4% | $4,321+62.2% | $4,754+47.4% |
| Participant deferral / active EE | $6,315 | $6,709-5.9% | $5,820+8.5% | $6,712-5.9% |
| Admin fee / account holder | $31,924 | $13,989+128.2% | $10,600+201.2% | $11,409+179.8% |