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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 | $210,812 | $181,896+15.9% | $156,551+34.7% | $273,972-23.1% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 30.90% | 30.74%+0.2pp | 32.23%-1.3pp | 41.46%-10.6pp |
| Employer contribution / active EE | $2,582 | $6,248-58.7% | $5,501-53.1% | $4,869-47.0% |
| Participant deferral / active EE | $5,290 | $5,550-4.7% | $4,871+8.6% | $5,2870% |
| Admin fee / account holder | $13,532 | $15,560-13.0% | $13,028+3.9% | $10,133+33.6% |