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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 | $156,398+12.4% | $147,318+19.3% | $138,895+26.5% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 16.51% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,939 | $4,853-39.4% | $4,593-36.0% | $4,194-29.9% |
| Participant deferral / active EE | $7,841 | $8,237-4.8% | $7,906-0.8% | $6,396+22.6% |
| Admin fee / account holder | $4,901 | $14,976-67.3% | $13,708-64.2% | $12,562-61.0% |