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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 | $10,973 | $77,814-85.9% | $158,223-93.1% | $86,983-87.4% |
| Participation rate | 92.5% | 68.4%+24.1pp | 79.2%+13.3pp | 69.5%+23.0pp |
| Annual return | 21.43% | 30.54%-9.1pp | 52.09%-30.7pp | 25.83%-4.4pp |
| Employer contribution / active EE | $2,161 | $2,592-16.6% | $4,109-47.4% | $2,584-16.4% |
| Participant deferral / active EE | $2,539 | $3,270-22.4% | $5,467-53.6% | $4,194-39.5% |
| Admin fee / account holder | $747 | $5,879-87.3% | $16,047-95.3% | $7,856-90.5% |