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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 | $162,950 | $71,057+129.3% | $93,654+74.0% | $80,874+101.5% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.6%+25.7pp |
| Annual return | 11.99% | 11.26%+0.7pp | 133.34%-121.4pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,904 | $1,564+149.6% | $2,421+61.3% | $2,756+41.7% |
| Participant deferral / active EE | $9,017 | $4,034+123.5% | $4,413+104.3% | $4,297+109.9% |
| Admin fee / account holder | $34,027 | $6,944+390.0% | $8,282+310.8% | $6,935+390.6% |