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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 | $144,147 | $162,967-11.5% | $135,792+6.2% | $138,895+3.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 9.21% | 30.08%-20.9pp | 25.96%-16.7pp | 145.39%-136.2pp |
| Employer contribution / active EE | $3,029 | $4,211-28.1% | $3,496-13.4% | $4,194-27.8% |
| Participant deferral / active EE | $7,794 | $5,640+38.2% | $4,759+63.8% | $6,396+21.9% |
| Admin fee / account holder | $7,145 | $15,306-53.3% | $12,266-41.7% | $12,562-43.1% |