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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 | $161,886 | $136,860+18.3% | $120,344+34.5% | $154,746+4.6% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 13.75% | 21.38%-7.6pp | 20.30%-6.6pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,699 | $3,533-23.6% | $3,020-10.6% | $4,379-38.4% |
| Participant deferral / active EE | $7,828 | $5,793+35.1% | $5,135+52.4% | $6,730+16.3% |
| Admin fee / account holder | $1,269 | $15,393-91.8% | $12,742-90.0% | $14,365-91.2% |