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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 | $57,401 | $165,399-65.3% | $149,745-61.7% | $158,982-63.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.29% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $3,030 | $5,105-40.6% | $4,646-34.8% | $4,763-36.4% |
| Participant deferral / active EE | $9,606 | $7,183+33.7% | $6,843+40.4% | $5,983+60.5% |
| Admin fee / account holder | $12,328 | $10,811+14.0% | $9,312+32.4% | $11,252+9.6% |