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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 | $160,772 | $138,393+16.2% | $184,256-12.7% | $80,959+98.6% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.7%+14.2pp |
| Annual return | 39.38% | 20.01%+19.4pp | 28.85%+10.5pp | 35.67%+3.7pp |
| Employer contribution / active EE | $4,571 | $4,847-5.7% | $6,427-28.9% | $2,757+65.8% |
| Participant deferral / active EE | $9,268 | $7,076+31.0% | $9,133+1.5% | $4,300+115.5% |
| Admin fee / account holder | $10,896 | $10,489+3.9% | $13,899-21.6% | $6,925+57.3% |