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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 | $23,212 | $51,202-54.7% | $70,548-67.1% | $75,181-69.1% |
| Participation rate | 91.2% | 61.0%+30.2pp | 68.3%+22.8pp | 67.2%+24.0pp |
| Annual return | 26.71% | 30.05%-3.3pp | 32.78%-6.1pp | 160.69%-134.0pp |
| Employer contribution / active EE | $2,274 | $1,827+24.5% | $2,975-23.6% | $2,671-14.8% |
| Participant deferral / active EE | $5,380 | $2,850+88.8% | $4,567+17.8% | $4,126+30.4% |
| Admin fee / account holder | $985 | $4,094-75.9% | $6,424-84.7% | $5,650-82.6% |