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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 | $109,984 | $71,215+54.4% | $93,696+17.4% | $80,935+35.9% |
| Participation rate | 77.5% | 60.4%+17.1pp | 68.7%+8.8pp | 67.7%+9.8pp |
| Annual return | 11.17% | 11.27%-0.1pp | 133.74%-122.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,365 | $1,565-12.8% | $2,422-43.6% | $2,757-50.5% |
| Participant deferral / active EE | $4,847 | $4,037+20.1% | $4,417+9.8% | $4,299+12.7% |
| Admin fee / account holder | $17,800 | $6,958+155.8% | $8,287+114.8% | $6,924+157.1% |