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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 | $162,575 | $162,785-0.1% | $133,959+21.4% | $158,950+2.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.94% | 41.94%-20.0pp | 45.09%-23.2pp | 302.91%-281.0pp |
| Employer contribution / active EE | $4,737 | $4,975-4.8% | $3,919+20.9% | $4,762-0.5% |
| Participant deferral / active EE | $3,744 | $5,910-36.7% | $5,047-25.8% | $5,983-37.4% |
| Admin fee / account holder | $739 | $11,738-93.7% | $8,928-91.7% | $11,248-93.4% |