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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 | $221,158 | $154,228+43.4% | $145,433+52.1% | $137,256+61.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.00% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,886 | $4,804-19.1% | $4,554-14.7% | $4,156-6.5% |
| Participant deferral / active EE | $9,894 | $8,216+20.4% | $7,897+25.3% | $6,407+54.4% |
| Admin fee / account holder | $19,020 | $14,344+32.6% | $13,129+44.9% | $12,270+55.0% |