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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 | $190,043 | $174,379+9.0% | $152,093+25.0% | $138,895+36.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 13.99% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,224 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $7,832 | $6,159+27.2% | $5,451+43.7% | $6,396+22.4% |
| Admin fee / account holder | $9,223 | $16,880-45.4% | $14,497-36.4% | $12,562-26.6% |