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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 | $161,997 | $90,538+78.9% | $88,457+83.1% | $154,746+4.7% |
| Participation rate | 95.0% | 80.9%+14.1pp | 78.6%+16.4pp | 80.7%+14.3pp |
| Annual return | 14.04% | 37.97%-23.9pp | 32.69%-18.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,142 | $4,914+4.6% | $4,681+9.8% | $4,379+17.4% |
| Participant deferral / active EE | $8,212 | $6,073+35.2% | $5,667+44.9% | $6,730+22.0% |
| Admin fee / account holder | $29,977 | $10,337+190.0% | $9,606+212.1% | $14,365+108.7% |