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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 | $152,412 | $184,014-17.2% | $161,149-5.4% | $138,895+9.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 15.30% | 21.52%-6.2pp | 21.16%-5.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,329 | $5,055-34.1% | $4,360-23.6% | $4,194-20.6% |
| Participant deferral / active EE | $11,177 | $6,909+61.8% | $6,153+81.7% | $6,396+74.7% |
| Admin fee / account holder | $954 | $18,027-94.7% | $15,194-93.7% | $12,562-92.4% |