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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 | $19,230 | $84,236-77.2% | $170,435-88.7% | $70,126-72.6% |
| Participation rate | 73.0% | 70.8%+2.1pp | 83.6%-10.6pp | 69.5%+3.4pp |
| Annual return | 22.38% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,789 | $3,387-47.2% | $5,432-67.1% | $2,343-23.6% |
| Participant deferral / active EE | $3,431 | $3,086+11.2% | $4,939-30.5% | $3,332+3.0% |
| Admin fee / account holder | $2,591 | $5,698-54.5% | $13,881-81.3% | $4,645-44.2% |