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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 | $149,379 | $156,398-4.5% | $147,318+1.4% | $138,895+7.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $7,667 | $4,853+58.0% | $4,593+66.9% | $4,194+82.8% |
| Participant deferral / active EE | $8,600 | $8,237+4.4% | $7,906+8.8% | $6,396+34.5% |
| Admin fee / account holder | $8,313 | $14,976-44.5% | $13,708-39.4% | $12,562-33.8% |