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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 | $112,559 | $86,288+30.4% | $111,306+1.1% | $85,851+31.1% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 15.19% | 19.99%-4.8pp | 54.67%-39.5pp | 318.63%-303.4pp |
| Employer contribution / active EE | $2,567 | $2,044+25.6% | $2,732-6.0% | $2,565+0.1% |
| Participant deferral / active EE | $5,225 | $3,641+43.5% | $4,488+16.4% | $3,952+32.2% |
| Admin fee / account holder | $6,555 | $8,189-20.0% | $7,966-17.7% | $6,261+4.7% |