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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 | $171,259 | $154,228+11.0% | $145,433+17.8% | $137,256+24.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 15.84% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,426 | $4,804-7.9% | $4,554-2.8% | $4,156+6.5% |
| Participant deferral / active EE | $9,328 | $8,216+13.5% | $7,897+18.1% | $6,407+45.6% |
| Admin fee / account holder | $8,271 | $14,344-42.3% | $13,129-37.0% | $12,270-32.6% |