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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 | $28,421 | $93,598-69.6% | $135,974-79.1% | $75,173-62.2% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 24.12% | 30.89%-6.8pp | 68.30%-44.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $2,822 | $3,538-20.2% | $4,859-41.9% | $2,671+5.7% |
| Participant deferral / active EE | $5,691 | $6,405-11.2% | $7,760-26.7% | $4,126+37.9% |
| Admin fee / account holder | $1,718 | $6,978-75.4% | $10,767-84.0% | $5,651-69.6% |