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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 | $231,219 | $251,004-7.9% | $191,597+20.7% | $138,895+66.5% |
| Participation rate | 86.4% | 82.4%+4.0pp | 76.9%+9.4pp | 79.9%+6.4pp |
| Annual return | 15.22% | 31.05%-15.8pp | 27.07%-11.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,091 | $6,226-34.3% | $5,025-18.6% | $4,194-2.5% |
| Participant deferral / active EE | $9,671 | $8,154+18.6% | $6,850+41.2% | $6,396+51.2% |
| Admin fee / account holder | $12,770 | $31,471-59.4% | $22,799-44.0% | $12,562+1.7% |