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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 | $160,849 | $174,379-7.8% | $152,093+5.8% | $138,895+15.8% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 13.74% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $3,822 | $4,652-17.8% | $4,175-8.4% | $4,194-8.9% |
| Participant deferral / active EE | $5,739 | $6,159-6.8% | $5,451+5.3% | $6,396-10.3% |
| Admin fee / account holder | $10,924 | $16,880-35.3% | $14,497-24.6% | $12,562-13.0% |