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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 | $193,903 | $185,312+4.6% | $161,489+20.1% | $154,746+25.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.48% | 103.84%-88.4pp | 89.72%-74.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,388 | $4,769-29.0% | $4,268-20.6% | $4,379-22.6% |
| Participant deferral / active EE | $5,511 | $6,350-13.2% | $5,630-2.1% | $6,730-18.1% |
| Admin fee / account holder | $2,668 | $18,654-85.7% | $16,006-83.3% | $14,365-81.4% |