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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 | $83,433 | $139,948-40.4% | $121,663-31.4% | $154,746-46.1% |
| Participation rate | 85.0% | 78.0%+7.0pp | 74.5%+10.5pp | 80.7%+4.3pp |
| Annual return | 13.05% | 230.52%-217.5pp | 147.54%-134.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $9,260 | $3,521+163.0% | $3,020+206.6% | $4,379+111.5% |
| Participant deferral / active EE | $2,362 | $5,629-58.0% | $4,887-51.7% | $6,730-64.9% |
| Admin fee / account holder | $2,113 | $17,321-87.8% | $14,289-85.2% | $14,365-85.3% |