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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 | $186,877 | $183,539+1.8% | $155,556+20.1% | $145,897+28.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.39% | 61.31%-48.9pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,698 | $5,315-30.4% | $4,675-20.9% | $4,663-20.7% |
| Participant deferral / active EE | $6,268 | $6,467-3.1% | $5,631+11.3% | $6,689-6.3% |
| Admin fee / account holder | $621 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |