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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 | $176,849 | $172,111+2.8% | $150,298+17.7% | $137,256+28.8% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 12.75% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $7,340 | $4,636+58.3% | $4,154+76.7% | $4,156+76.6% |
| Participant deferral / active EE | $4,785 | $6,166-22.4% | $5,453-12.2% | $6,407-25.3% |
| Admin fee / account holder | $5,525 | $16,471-66.5% | $14,116-60.9% | $12,270-55.0% |