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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 | $23,778 | $139,948-83.0% | $121,663-80.5% | $154,746-84.6% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.5%+10.1pp | 80.7%+3.9pp |
| Annual return | 20.89% | 230.52%-209.6pp | 147.54%-126.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,376 | $3,521-32.5% | $3,020-21.3% | $4,379-45.8% |
| Participant deferral / active EE | $6,264 | $5,629+11.3% | $4,887+28.2% | $6,730-6.9% |
| Admin fee / account holder | $2,781 | $17,321-83.9% | $14,289-80.5% | $14,365-80.6% |