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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 | $176,013 | $165,399+6.4% | $149,745+17.5% | $158,982+10.7% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 13.06% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $8,216 | $5,105+61.0% | $4,646+76.9% | $4,763+72.5% |
| Participant deferral / active EE | $6,632 | $7,183-7.7% | $6,843-3.1% | $5,983+10.8% |
| Admin fee / account holder | $11,248 | $10,811+4.0% | $9,312+20.8% | $11,2520% |