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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 | $161,173 | $182,442-11.7% | $163,379-1.3% | $138,895+16.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.91% | 72.74%-59.8pp | 63.41%-50.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,343 | $4,159-19.6% | $3,752-10.9% | $4,194-20.3% |
| Participant deferral / active EE | $3,474 | $6,817-49.0% | $6,282-44.7% | $6,396-45.7% |
| Admin fee / account holder | $15,017 | $10,396+44.5% | $9,818+53.0% | $12,562+19.5% |