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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 | $133,762 | $126,661+5.6% | $113,397+18.0% | $138,895-3.7% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.5%+4.8pp | 79.9%+1.3pp |
| Annual return | 13.46% | 25.05%-11.6pp | 23.20%-9.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,026 | $3,456+45.4% | $2,977+68.8% | $4,194+19.8% |
| Participant deferral / active EE | $9,034 | $5,693+58.7% | $5,076+78.0% | $6,396+41.2% |
| Admin fee / account holder | $17,260 | $14,549+18.6% | $11,957+44.4% | $12,562+37.4% |