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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 | $179,532 | $181,896-1.3% | $156,551+14.7% | $273,972-34.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.15% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,597 | $6,248-26.4% | $5,501-16.4% | $4,869-5.6% |
| Participant deferral / active EE | $5,208 | $5,550-6.2% | $4,871+6.9% | $5,287-1.5% |
| Admin fee / account holder | $1,479 | $15,560-90.5% | $13,028-88.6% | $10,133-85.4% |