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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 | $199,106 | $181,896+9.5% | $156,551+27.2% | $273,972-27.3% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 8.75% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,540 | $5,550-0.2% | $4,871+13.7% | $5,287+4.8% |
| Admin fee / account holder | $3,309 | $15,560-78.7% | $13,028-74.6% | $10,133-67.3% |