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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 | $24,718 | $84,236-70.7% | $170,435-85.5% | $70,126-64.8% |
| Participation rate | 82.2% | 70.8%+11.4pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 32.34% | 23.06%+9.3pp | 205.94%-173.6pp | 73.15%-40.8pp |
| Employer contribution / active EE | $1,491 | $3,387-56.0% | $5,432-72.6% | $2,343-36.4% |
| Participant deferral / active EE | $3,430 | $3,086+11.1% | $4,939-30.6% | $3,332+2.9% |
| Admin fee / account holder | $1,062 | $5,698-81.4% | $13,881-92.3% | $4,645-77.1% |