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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 | $141,961 | $183,516-22.6% | $155,534-8.7% | $145,884-2.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 21.61% | 61.43%-39.8pp | 64.92%-43.3pp | 551.85%-530.2pp |
| Employer contribution / active EE | $5,686 | $5,315+7.0% | $4,675+21.6% | $4,662+21.9% |
| Participant deferral / active EE | $5,680 | $6,467-12.2% | $5,630+0.9% | $6,690-15.1% |
| Admin fee / account holder | $391 | $19,293-98.0% | $15,900-97.5% | $13,392-97.1% |