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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 | $57,626 | $71,208-19.1% | $93,681-38.5% | $80,911-28.8% |
| Participation rate | 88.9% | 60.4%+28.5pp | 68.7%+20.2pp | 67.6%+21.2pp |
| Annual return | 11.63% | 11.27%+0.4pp | 133.47%-121.8pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,135 | $1,564-27.5% | $2,422-53.2% | $2,756-58.8% |
| Participant deferral / active EE | $4,836 | $4,035+19.9% | $4,415+9.5% | $4,297+12.5% |
| Admin fee / account holder | $10,365 | $6,951+49.1% | $8,290+25.0% | $6,935+49.5% |