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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 | $189,557 | $181,062+4.7% | $158,223+19.8% | $155,188+22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.71% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,664 | $4,565-41.6% | $4,109-35.2% | $4,248-37.3% |
| Participant deferral / active EE | $6,226 | $6,134+1.5% | $5,467+13.9% | $6,531-4.7% |
| Admin fee / account holder | $4,577 | $18,825-75.7% | $16,047-71.5% | $14,480-68.4% |