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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 | $162,909 | $162,136+0.5% | $152,301+7.0% | $154,746+5.3% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 13.22% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $7,740 | $4,890+58.3% | $4,624+67.4% | $4,379+76.8% |
| Participant deferral / active EE | $5,262 | $8,341-36.9% | $8,004-34.3% | $6,730-21.8% |
| Admin fee / account holder | $70,477 | $15,759+347.2% | $14,398+389.5% | $14,365+390.6% |