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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 | $172,140 | $136,860+25.8% | $120,344+43.0% | $154,746+11.2% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 20.68% | 21.38%-0.7pp | 20.30%+0.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $14,013 | $3,533+296.6% | $3,020+364.0% | $4,379+220.0% |
| Participant deferral / active EE | $14,503 | $5,793+150.3% | $5,135+182.4% | $6,730+115.5% |
| Admin fee / account holder | $2,752 | $15,393-82.1% | $12,742-78.4% | $14,365-80.8% |