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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 | $188,053 | $174,379+7.8% | $152,093+23.6% | $138,895+35.4% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 17.81% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,230 | $4,652-73.6% | $4,175-70.5% | $4,194-70.7% |
| Participant deferral / active EE | $7,085 | $6,159+15.0% | $5,451+30.0% | $6,396+10.8% |
| Admin fee / account holder | $25,800 | $16,880+52.8% | $14,497+78.0% | $12,562+105.4% |