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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 | $147,609 | $174,379-15.4% | $152,093-2.9% | $138,895+6.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.13% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,287 | $4,652-29.3% | $4,175-21.3% | $4,194-21.6% |
| Participant deferral / active EE | $5,492 | $6,159-10.8% | $5,451+0.7% | $6,396-14.1% |
| Admin fee / account holder | $6,328 | $16,880-62.5% | $14,497-56.3% | $12,562-49.6% |