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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 | $176,235 | $154,228+14.3% | $145,433+21.2% | $137,256+28.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.06% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,136 | $4,804-34.7% | $4,554-31.1% | $4,156-24.5% |
| Participant deferral / active EE | $7,441 | $8,216-9.4% | $7,897-5.8% | $6,407+16.1% |
| Admin fee / account holder | $1,833 | $14,344-87.2% | $13,129-86.0% | $12,270-85.1% |