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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 | $176,530 | $176,838-0.2% | $146,685+20.3% | $167,518+5.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.13% | 24.04%-6.9pp | 22.75%-5.6pp | 478.71%-461.6pp |
| Employer contribution / active EE | $4,243 | $5,161-17.8% | $4,137+2.6% | $4,838-12.3% |
| Participant deferral / active EE | $9,782 | $6,441+51.9% | $5,507+77.6% | $6,342+54.2% |
| Admin fee / account holder | $7,763 | $13,262-41.5% | $10,281-24.5% | $12,312-37.0% |