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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 | $168,525 | $157,304+7.1% | $141,197+19.4% | $152,909+10.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 17.67% | 64.34%-46.7pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $7,084 | $5,263+34.6% | $4,736+49.6% | $4,764+48.7% |
| Participant deferral / active EE | $8,171 | $7,111+14.9% | $6,710+21.8% | $5,851+39.6% |
| Admin fee / account holder | $94,229 | $12,126+677.1% | $10,265+818.0% | $11,601+712.3% |