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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 | $198,128 | $185,312+6.9% | $161,489+22.7% | $154,746+28.0% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 16.16% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,772 | $4,769+0.1% | $4,268+11.8% | $4,379+9.0% |
| Participant deferral / active EE | $13,860 | $6,350+118.3% | $5,630+146.2% | $6,730+105.9% |
| Admin fee / account holder | $17,730 | $18,654-5.0% | $16,006+10.8% | $14,365+23.4% |