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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 | $156,627 | $167,415-6.4% | $140,514+11.5% | $198,609-21.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 16.00% | 13.85%+2.1pp | 14.36%+1.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $4,703 | $4,088+15.0% | $3,378+39.2% | $5,055-7.0% |
| Participant deferral / active EE | $6,392 | $5,579+14.6% | $4,919+30.0% | $6,977-8.4% |
| Admin fee / account holder | $9,335 | $16,730-44.2% | $13,697-31.9% | $19,030-50.9% |