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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 | $24,156 | $147,556-83.6% | $129,031-81.3% | $198,609-87.8% |
| Participation rate | 88.9% | 77.2%+11.6pp | 73.4%+15.5pp | 82.4%+6.5pp |
| Annual return | 23.09% | 37.41%-14.3pp | 34.67%-11.6pp | 202.70%-179.6pp |
| Employer contribution / active EE | $2,791 | $3,645-23.4% | $3,226-13.5% | $5,055-44.8% |
| Participant deferral / active EE | $5,026 | $5,760-12.7% | $5,217-3.7% | $6,977-28.0% |
| Admin fee / account holder | $1,037 | $15,467-93.3% | $13,208-92.2% | $19,030-94.6% |