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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 | $174,470 | $155,555+12.2% | $146,866+18.8% | $155,188+12.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 19.24% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,570 | $4,647-44.7% | $4,425-41.9% | $4,248-39.5% |
| Participant deferral / active EE | $16,372 | $8,044+103.5% | $7,759+111.0% | $6,531+150.7% |
| Admin fee / account holder | $1,121 | $14,755-92.4% | $13,620-91.8% | $14,480-92.3% |