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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 | $175,725 | $154,228+13.9% | $145,433+20.8% | $137,256+28.0% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,939 | $4,804-38.8% | $4,554-35.5% | $4,156-29.3% |
| Participant deferral / active EE | $7,841 | $8,216-4.6% | $7,897-0.7% | $6,407+22.4% |
| Admin fee / account holder | $4,901 | $14,344-65.8% | $13,129-62.7% | $12,270-60.1% |