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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 | $216,668 | $177,156+22.3% | $147,027+47.4% | $154,746+40.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 73.7%+4.0pp | 80.7%-2.9pp |
| Annual return | 19.93% | 21.94%-2.0pp | 20.23%-0.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,454 | $4,336+2.7% | $3,626+22.9% | $4,379+1.7% |
| Participant deferral / active EE | $3,581 | $5,797-38.2% | $4,933-27.4% | $6,730-46.8% |
| Admin fee / account holder | $2,532 | $14,904-83.0% | $12,223-79.3% | $14,365-82.4% |