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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 | $209,824 | $199,109+5.4% | $173,730+20.8% | $154,746+35.6% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.6%+5.4pp | 80.7%+4.3pp |
| Annual return | 13.85% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,102 | $5,311-3.9% | $4,577+11.5% | $4,379+16.5% |
| Participant deferral / active EE | $9,850 | $7,113+38.5% | $6,326+55.7% | $6,730+46.4% |
| Admin fee / account holder | $788 | $20,916-96.2% | $17,523-95.5% | $14,365-94.5% |