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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 | $213,286 | $185,312+15.1% | $161,489+32.1% | $154,746+37.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 19.28% | 103.84%-84.6pp | 89.72%-70.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,139 | $4,769-55.1% | $4,268-49.9% | $4,379-51.1% |
| Participant deferral / active EE | $6,507 | $6,350+2.5% | $5,630+15.6% | $6,730-3.3% |
| Admin fee / account holder | $1,510 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |