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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 | $214,837 | $254,759-15.7% | $216,567-0.8% | $198,609+8.2% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 17.81% | 10.04%+7.8pp | 12.94%+4.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $5,581 | $6,096-8.5% | $5,216+7.0% | $5,055+10.4% |
| Participant deferral / active EE | $10,494 | $6,948+51.0% | $6,191+69.5% | $6,977+50.4% |
| Admin fee / account holder | $7,809 | $26,311-70.3% | $21,981-64.5% | $19,030-59.0% |