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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 | $73,842 | $110,212-33.0% | $96,534-23.5% | $139,466-47.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.1pp | 80.3%+13.8pp |
| Annual return | 10.86% | 26.42%-15.6pp | 25.88%-15.0pp | 373.66%-362.8pp |
| Employer contribution / active EE | $10,617 | $3,620+193.3% | $2,965+258.0% | $4,754+123.3% |
| Participant deferral / active EE | $9,538 | $5,547+71.9% | $4,851+96.6% | $6,712+42.1% |
| Admin fee / account holder | $11,820 | $11,599+1.9% | $8,253+43.2% | $11,409+3.6% |