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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 | $210,915 | $199,109+5.9% | $173,730+21.4% | $154,746+36.3% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 16.20% | 20.02%-3.8pp | 19.96%-3.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,783 | $5,311-47.6% | $4,577-39.2% | $4,379-36.4% |
| Participant deferral / active EE | $6,565 | $7,113-7.7% | $6,326+3.8% | $6,730-2.5% |
| Admin fee / account holder | $2,551 | $20,916-87.8% | $17,523-85.4% | $14,365-82.2% |