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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 | $157,180 | $126,661+24.1% | $113,397+38.6% | $138,895+13.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 17.14% | 25.05%-7.9pp | 23.20%-6.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $19,927 | $3,456+476.5% | $2,977+569.3% | $4,194+375.1% |
| Participant deferral / active EE | $12,293 | $5,693+115.9% | $5,076+142.1% | $6,396+92.2% |
| Admin fee / account holder | $4,042 | $14,549-72.2% | $11,957-66.2% | $12,562-67.8% |