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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 | $161,021 | $124,213+29.6% | $118,106+36.3% | $154,746+4.1% |
| Participation rate | 95.5% | 83.6%+11.9pp | 81.9%+13.6pp | 80.7%+14.8pp |
| Annual return | 13.11% | 18.29%-5.2pp | 19.44%-6.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,356 | $4,905-31.6% | $4,698-28.6% | $4,379-23.4% |
| Participant deferral / active EE | $10,073 | $6,859+46.9% | $6,619+52.2% | $6,730+49.7% |
| Admin fee / account holder | $9,711 | $9,627+0.9% | $8,973+8.2% | $14,365-32.4% |