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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 | $41,405 | $185,312-77.7% | $161,489-74.4% | $154,746-73.2% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 15.55% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,181 | $4,769-75.2% | $4,268-72.3% | $4,379-73.0% |
| Participant deferral / active EE | $3,563 | $6,350-43.9% | $5,630-36.7% | $6,730-47.1% |
| Admin fee / account holder | $710 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |