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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 | $185,604 | $148,629+24.9% | $135,982+36.5% | $139,487+33.1% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 22.68% | 79.33%-56.6pp | 68.32%-45.6pp | 373.84%-351.2pp |
| Employer contribution / active EE | $5,732 | $5,247+9.3% | $4,859+18.0% | $4,755+20.6% |
| Participant deferral / active EE | $9,043 | $8,102+11.6% | $7,760+16.5% | $6,713+34.7% |
| Admin fee / account holder | $946 | $12,406-92.4% | $10,767-91.2% | $11,407-91.7% |