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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 | $183,229 | $178,174+2.8% | $156,181+17.3% | $137,256+33.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 16.68% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,315 | $4,972-13.2% | $4,294+0.5% | $4,156+3.8% |
| Participant deferral / active EE | $7,015 | $6,888+1.8% | $6,132+14.4% | $6,407+9.5% |
| Admin fee / account holder | $32,128 | $17,404+84.6% | $14,586+120.3% | $12,270+161.8% |