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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 | $191,687 | $210,991-9.1% | $153,741+24.7% | $145,897+31.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.06% | 13.46%+1.6pp | 15.71%-0.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,271 | $6,057-29.5% | $5,042-15.3% | $4,663-8.4% |
| Participant deferral / active EE | $9,200 | $7,979+15.3% | $6,757+36.2% | $6,689+37.5% |
| Admin fee / account holder | $23,630 | $19,490+21.2% | $12,749+85.3% | $13,390+76.5% |