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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 | $191,591 | $160,070+19.7% | $147,117+30.2% | $145,897+31.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 17.06% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $5,741 | $5,285+8.6% | $4,932+16.4% | $4,663+23.1% |
| Participant deferral / active EE | $12,283 | $8,419+45.9% | $8,065+52.3% | $6,689+83.6% |
| Admin fee / account holder | $868 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |