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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 | $232,368 | $181,896+27.7% | $156,551+48.4% | $273,972-15.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 4.66% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,004 | $6,248-3.9% | $5,501+9.1% | $4,869+23.3% |
| Participant deferral / active EE | $4,713 | $5,550-15.1% | $4,871-3.2% | $5,287-10.9% |
| Admin fee / account holder | $40,557 | $15,560+160.6% | $13,028+211.3% | $10,133+300.3% |