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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 | $174,485 | $155,555+12.2% | $146,866+18.8% | $155,188+12.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 13.83% | 115.41%-101.6pp | 102.85%-89.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $3,107 | $4,647-33.1% | $4,425-29.8% | $4,248-26.8% |
| Participant deferral / active EE | $4,321 | $8,044-46.3% | $7,759-44.3% | $6,531-33.8% |
| Admin fee / account holder | $1,506 | $14,755-89.8% | $13,620-88.9% | $14,480-89.6% |