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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 | $207,185 | $185,312+11.8% | $161,489+28.3% | $154,746+33.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 11.68% | 103.84%-92.2pp | 89.72%-78.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,735 | $4,769-42.6% | $4,268-35.9% | $4,379-37.5% |
| Participant deferral / active EE | $6,160 | $6,350-3.0% | $5,630+9.4% | $6,730-8.5% |
| Admin fee / account holder | $2,970 | $18,654-84.1% | $16,006-81.4% | $14,365-79.3% |