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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 | $202,693 | $154,228+31.4% | $145,433+39.4% | $137,256+47.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.68% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,585 | $4,804-46.2% | $4,554-43.2% | $4,156-37.8% |
| Participant deferral / active EE | $8,799 | $8,216+7.1% | $7,897+11.4% | $6,407+37.3% |
| Admin fee / account holder | $9,391 | $14,344-34.5% | $13,129-28.5% | $12,270-23.5% |