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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 | $155,231 | $162,136-4.3% | $152,301+1.9% | $154,746+0.3% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 12.56% | 91.02%-78.5pp | 80.50%-67.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $8,979 | $4,890+83.6% | $4,624+94.2% | $4,379+105.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $165,322 | $15,759+949.0% | $14,398+1048.2% | $14,365+1050.8% |