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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 | $147,633 | $71,057+107.8% | $93,654+57.6% | $80,874+82.5% |
| Participation rate | 81.0% | 60.4%+20.5pp | 68.7%+12.2pp | 67.6%+13.3pp |
| Annual return | 11.96% | 11.26%+0.7pp | 133.34%-121.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,040 | $1,564-33.5% | $2,421-57.1% | $2,756-62.3% |
| Participant deferral / active EE | $5,426 | $4,034+34.5% | $4,413+23.0% | $4,297+26.3% |
| Admin fee / account holder | $9,716 | $6,944+39.9% | $8,282+17.3% | $6,935+40.1% |