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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 | $182,874 | $199,109-8.2% | $173,730+5.3% | $154,746+18.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.06% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,235 | $5,311-20.3% | $4,577-7.5% | $4,379-3.3% |
| Participant deferral / active EE | $5,080 | $7,113-28.6% | $6,326-19.7% | $6,730-24.5% |
| Admin fee / account holder | $4,710 | $20,916-77.5% | $17,523-73.1% | $14,365-67.2% |