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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 | $179,136 | $165,351+8.3% | $149,710+19.7% | $158,931+12.7% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 21.74% | 348.19%-326.4pp | 276.63%-254.9pp | 302.86%-281.1pp |
| Employer contribution / active EE | $4,046 | $5,103-20.7% | $4,645-12.9% | $4,761-15.0% |
| Participant deferral / active EE | $10,803 | $7,181+50.4% | $6,842+57.9% | $5,982+80.6% |
| Admin fee / account holder | $2,530 | $10,807-76.6% | $9,309-72.8% | $11,247-77.5% |