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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 | $217,242 | $212,386+2.3% | $199,883+8.7% | $138,895+56.4% |
| Participation rate | 86.7% | 87.4%-0.7pp | 86.8%-0.1pp | 79.9%+6.7pp |
| Annual return | 16.22% | 47.75%-31.5pp | 43.81%-27.6pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,605 | $6,625-75.8% | $6,261-74.4% | $4,194-61.7% |
| Participant deferral / active EE | $10,086 | $9,617+4.9% | $9,138+10.4% | $6,396+57.7% |
| Admin fee / account holder | $15,935 | $18,233-12.6% | $17,268-7.7% | $12,562+26.8% |