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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 | $191,243 | $183,592+4.2% | $155,567+22.9% | $145,959+31.0% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 16.17% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $5,519 | $5,315+3.8% | $4,674+18.1% | $4,661+18.4% |
| Participant deferral / active EE | $6,200 | $6,464-4.1% | $5,628+10.2% | $6,689-7.3% |
| Admin fee / account holder | $1,618 | $19,318-91.6% | $15,916-89.8% | $13,398-87.9% |