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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 | $15,785 | $181,062-91.3% | $158,223-90.0% | $155,188-89.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 79.2%+15.8pp | 80.8%+14.2pp |
| Annual return | 13.04% | 57.39%-44.3pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $1,983 | $4,565-56.5% | $4,109-51.7% | $4,248-53.3% |
| Participant deferral / active EE | $4,834 | $6,134-21.2% | $5,467-11.6% | $6,531-26.0% |
| Admin fee / account holder | $986 | $18,825-94.8% | $16,047-93.9% | $14,480-93.2% |