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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 | $115,170 | $107,666+7.0% | $102,184+12.7% | $154,746-25.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.82% | 29.33%-15.5pp | 31.58%-17.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,865 | $3,846+0.5% | $3,594+7.5% | $4,379-11.7% |
| Participant deferral / active EE | $6,823 | $8,719-21.7% | $8,309-17.9% | $6,730+1.4% |
| Admin fee / account holder | $7,593 | $12,943-41.3% | $11,609-34.6% | $14,365-47.1% |