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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 | $156,304 | $154,365+1.3% | $130,231+20.0% | $139,456+12.1% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.3%+5.5pp | 80.3%+1.5pp |
| Annual return | 11.97% | 30.34%-18.4pp | 38.77%-26.8pp | 373.45%-361.5pp |
| Employer contribution / active EE | $2,279 | $5,170-55.9% | $4,126-44.8% | $4,753-52.0% |
| Participant deferral / active EE | $7,449 | $8,498-12.3% | $6,799+9.6% | $6,711+11.0% |
| Admin fee / account holder | $21,994 | $9,214+138.7% | $6,020+265.4% | $11,407+92.8% |