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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 | $10,853 | $108,882-90.0% | $96,754-88.8% | $154,746-93.0% |
| Participation rate | 88.2% | 75.1%+13.2pp | 70.3%+18.0pp | 80.7%+7.5pp |
| Annual return | 24.06% | 98.39%-74.3pp | 82.04%-58.0pp | 172.34%-148.3pp |
| Employer contribution / active EE | $2,073 | $3,018-31.3% | $2,679-22.6% | $4,379-52.7% |
| Participant deferral / active EE | $2,959 | $5,323-44.4% | $4,758-37.8% | $6,730-56.0% |
| Admin fee / account holder | $1,456 | $10,200-85.7% | $8,905-83.7% | $14,365-89.9% |