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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 | $24,568 | $175,212-86.0% | $149,682-83.6% | $139,427-82.4% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 12.40% | 166.63%-154.2pp | 134.35%-122.0pp | 373.27%-360.9pp |
| Employer contribution / active EE | $4,541 | $5,475-17.1% | $4,818-5.8% | $4,752-4.4% |
| Participant deferral / active EE | $3,277 | $6,520-49.7% | $5,681-42.3% | $6,711-51.2% |
| Admin fee / account holder | $899 | $16,150-94.4% | $13,210-93.2% | $11,404-92.1% |