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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 | $173,847 | $148,629+17.0% | $135,982+27.8% | $139,487+24.6% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 14.25% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $7,942 | $5,247+51.4% | $4,859+63.4% | $4,755+67.0% |
| Participant deferral / active EE | $11,080 | $8,102+36.8% | $7,760+42.8% | $6,713+65.1% |
| Admin fee / account holder | $6,150 | $12,406-50.4% | $10,767-42.9% | $11,407-46.1% |