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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 | $231,756 | $228,352+1.5% | $185,827+24.7% | $158,950+45.8% |
| Participation rate | 78.3% | 82.3%-4.0pp | 78.0%+0.2pp | 82.0%-3.7pp |
| Annual return | 17.34% | 40.81%-23.5pp | 35.96%-18.6pp | 302.91%-285.6pp |
| Employer contribution / active EE | $5,176 | $4,967+4.2% | $4,087+26.6% | $4,762+8.7% |
| Participant deferral / active EE | $8,441 | $6,416+31.6% | $5,633+49.8% | $5,983+41.1% |
| Admin fee / account holder | $11,513 | $11,867-3.0% | $9,502+21.2% | $11,248+2.4% |