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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 | $169,520 | $136,860+23.9% | $120,344+40.9% | $154,746+9.5% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 23.97% | 21.38%+2.6pp | 20.30%+3.7pp | 172.34%-148.4pp |
| Employer contribution / active EE | $13,807 | $3,533+290.8% | $3,020+357.2% | $4,379+215.3% |
| Participant deferral / active EE | $8,668 | $5,793+49.6% | $5,135+68.8% | $6,730+28.8% |
| Admin fee / account holder | $980 | $15,393-93.6% | $12,742-92.3% | $14,365-93.2% |