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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 | $189,187 | $199,109-5.0% | $173,730+8.9% | $154,746+22.3% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.6%+1.4pp | 80.7%+0.3pp |
| Annual return | 17.24% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $9,612 | $5,311+81.0% | $4,577+110.0% | $4,379+119.5% |
| Participant deferral / active EE | $7,319 | $7,113+2.9% | $6,326+15.7% | $6,730+8.7% |
| Admin fee / account holder | $6,967 | $20,916-66.7% | $17,523-60.2% | $14,365-51.5% |