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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 | $28,000 | $110,212-74.6% | $96,534-71.0% | $139,466-79.9% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 11.46% | 26.42%-15.0pp | 25.88%-14.4pp | 373.66%-362.2pp |
| Employer contribution / active EE | $2,685 | $3,620-25.8% | $2,965-9.5% | $4,754-43.5% |
| Participant deferral / active EE | $4,268 | $5,547-23.1% | $4,851-12.0% | $6,712-36.4% |
| Admin fee / account holder | $9,968 | $11,599-14.1% | $8,253+20.8% | $11,409-12.6% |