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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 | $27,197 | $89,367-69.6% | $141,191-80.7% | $72,975-62.7% |
| Participation rate | 78.6% | 75.1%+3.4pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 24.87% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $3,973 | $3,115+27.5% | $4,736-16.1% | $2,440+62.8% |
| Participant deferral / active EE | $8,733 | $5,419+61.2% | $6,710+30.1% | $3,608+142.1% |
| Admin fee / account holder | $305 | $5,957-94.9% | $10,264-97.0% | $5,124-94.0% |