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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 | $31,777 | $111,535-71.5% | $105,223-69.8% | $137,256-76.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,196 | $3,939-18.9% | $3,689-13.3% | $4,156-23.1% |
| Participant deferral / active EE | $6,296 | $5,500+14.5% | $5,072+24.1% | $6,407-1.7% |
| Admin fee / account holder | $1,334 | $9,721-86.3% | $8,859-84.9% | $12,270-89.1% |