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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 | $18,233 | $76,407-76.1% | $150,298-87.9% | $82,448-77.9% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 19.31% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,356 | $2,614-48.1% | $4,154-67.3% | $2,551-46.8% |
| Participant deferral / active EE | $4,144 | $3,214+28.9% | $5,453-24.0% | $4,139+0.1% |
| Admin fee / account holder | $1,009 | $6,352-84.1% | $14,116-92.9% | $7,234-86.1% |