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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 | $16,448 | $107,809-84.7% | $97,032-83.0% | $155,188-89.4% |
| Participation rate | 92.9% | 75.5%+17.4pp | 71.6%+21.3pp | 80.8%+12.1pp |
| Annual return | 22.18% | 38.06%-15.9pp | 35.38%-13.2pp | 148.84%-126.7pp |
| Employer contribution / active EE | $3,316 | $2,911+13.9% | $2,629+26.1% | $4,248-21.9% |
| Participant deferral / active EE | $6,607 | $5,129+28.8% | $4,672+41.4% | $6,531+1.2% |
| Admin fee / account holder | $572 | $10,717-94.7% | $9,418-93.9% | $14,480-96.1% |