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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 | $13,887 | $112,729-87.7% | $98,716-85.9% | $137,256-89.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 19.80% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,642 | $2,725-3.0% | $2,279+16.0% | $4,156-36.4% |
| Participant deferral / active EE | $3,220 | $4,640-30.6% | $4,048-20.5% | $6,407-49.7% |
| Admin fee / account holder | $2,734 | $10,129-73.0% | $8,703-68.6% | $12,270-77.7% |