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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 | $163,959 | $157,304+4.2% | $141,197+16.1% | $152,909+7.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 17.71% | 64.34%-46.6pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $11,297 | $5,263+114.7% | $4,736+138.5% | $4,764+137.1% |
| Participant deferral / active EE | $11,717 | $7,111+64.8% | $6,710+74.6% | $5,851+100.2% |
| Admin fee / account holder | $11,825 | $12,126-2.5% | $10,265+15.2% | $11,601+1.9% |