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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 | $194,175 | $183,539+5.8% | $155,556+24.8% | $145,897+33.1% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.78% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $9,184 | $5,315+72.8% | $4,675+96.4% | $4,663+97.0% |
| Participant deferral / active EE | $6,758 | $6,467+4.5% | $5,631+20.0% | $6,689+1.0% |
| Admin fee / account holder | $153,328 | $19,275+695.5% | $15,885+865.2% | $13,390+1045.1% |