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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 | $161,812 | $157,304+2.9% | $141,197+14.6% | $152,909+5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.76% | 64.34%-42.6pp | 71.41%-49.6pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,556 | $5,263-32.4% | $4,736-24.9% | $4,764-25.4% |
| Participant deferral / active EE | $11,436 | $7,111+60.8% | $6,710+70.4% | $5,851+95.4% |
| Admin fee / account holder | $5,260 | $12,126-56.6% | $10,265-48.8% | $11,601-54.7% |