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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 | $191,164 | $183,539+4.2% | $155,556+22.9% | $145,897+31.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.27% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,710 | $5,315-30.2% | $4,675-20.6% | $4,663-20.4% |
| Participant deferral / active EE | $7,714 | $6,467+19.3% | $5,631+37.0% | $6,689+15.3% |
| Admin fee / account holder | $1,444 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |