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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 | $168,200 | $148,629+13.2% | $135,982+23.7% | $139,487+20.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 16.77% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $4,501 | $5,247-14.2% | $4,859-7.4% | $4,755-5.3% |
| Participant deferral / active EE | $5,908 | $8,102-27.1% | $7,760-23.9% | $6,713-12.0% |
| Admin fee / account holder | $331,610 | $12,406+2572.9% | $10,767+2979.8% | $11,407+2807.0% |