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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 | $217,735 | $185,141+17.6% | $153,416+41.9% | $155,188+40.3% |
| Participation rate | 72.2% | 79.9%-7.7pp | 74.3%-2.1pp | 80.8%-8.6pp |
| Annual return | 20.37% | 18.72%+1.7pp | 17.84%+2.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,672 | $4,489-40.5% | $3,764-29.0% | $4,248-37.1% |
| Participant deferral / active EE | $4,360 | $5,477-20.4% | $4,723-7.7% | $6,531-33.2% |
| Admin fee / account holder | $926 | $16,005-94.2% | $13,095-92.9% | $14,480-93.6% |