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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 | $168,854 | $162,136+4.1% | $152,301+10.9% | $154,746+9.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.48% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $10,406 | $4,890+112.8% | $4,624+125.0% | $4,379+137.6% |
| Participant deferral / active EE | $10,216 | $8,341+22.5% | $8,004+27.6% | $6,730+51.8% |
| Admin fee / account holder | $803 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |