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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 | $171,450 | $177,156-3.2% | $147,027+16.6% | $154,746+10.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.69% | 21.94%-7.2pp | 20.23%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,587 | $4,336-17.3% | $3,626-1.1% | $4,379-18.1% |
| Participant deferral / active EE | $3,587 | $5,797-38.1% | $4,933-27.3% | $6,730-46.7% |
| Admin fee / account holder | $6,911 | $14,904-53.6% | $12,223-43.5% | $14,365-51.9% |