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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 | $169,366 | $165,361+2.4% | $149,715+13.1% | $158,950+6.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.58% | 348.24%-337.7pp | 276.66%-266.1pp | 302.91%-292.3pp |
| Employer contribution / active EE | $6,040 | $5,103+18.3% | $4,645+30.0% | $4,762+26.8% |
| Participant deferral / active EE | $14,542 | $7,182+102.5% | $6,842+112.5% | $5,983+143.1% |
| Admin fee / account holder | $27,435 | $10,808+153.8% | $9,310+194.7% | $11,248+143.9% |