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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 | $169,841 | $162,136+4.8% | $152,301+11.5% | $154,746+9.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.81% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $20,268 | $4,890+314.5% | $4,624+338.3% | $4,379+362.8% |
| Participant deferral / active EE | $13,411 | $8,341+60.8% | $8,004+67.6% | $6,730+99.3% |
| Admin fee / account holder | $33,053 | $15,759+109.7% | $14,398+129.6% | $14,365+130.1% |