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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 | $231,014 | $181,896+27.0% | $156,551+47.6% | $273,972-15.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,660 | $6,248-73.4% | $5,501-69.8% | $4,869-65.9% |
| Participant deferral / active EE | $4,216 | $5,550-24.0% | $4,871-13.5% | $5,287-20.3% |
| Admin fee / account holder | $8,414 | $15,560-45.9% | $13,028-35.4% | $10,133-17.0% |