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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 | $186,307 | $209,336-11.0% | $197,124-5.5% | $137,256+35.7% |
| Participation rate | 94.4% | 87.3%+7.1pp | 86.7%+7.7pp | 80.0%+14.5pp |
| Annual return | 19.33% | 48.09%-28.8pp | 44.34%-25.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,502 | $6,591-1.3% | $6,227+4.4% | $4,156+56.5% |
| Participant deferral / active EE | $13,237 | $9,614+37.7% | $9,135+44.9% | $6,407+106.6% |
| Admin fee / account holder | $7,448 | $17,308-57.0% | $16,298-54.3% | $12,270-39.3% |