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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 | $151,669 | $162,136-6.5% | $152,301-0.4% | $154,746-2.0% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 11.99% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,291 | $4,890-53.2% | $4,624-50.5% | $4,379-47.7% |
| Participant deferral / active EE | $7,603 | $8,341-8.8% | $8,004-5.0% | $6,730+13.0% |
| Admin fee / account holder | $17,797 | $15,759+12.9% | $14,398+23.6% | $14,365+23.9% |