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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 | $25,776 | $83,908-69.3% | $68,509-62.4% | $125,388-79.4% |
| Participation rate | 90.5% | 78.2%+12.3pp | 74.7%+15.7pp | 83.2%+7.3pp |
| Annual return | 21.74% | 14.48%+7.3pp | 8.27%+13.5pp | 282.24%-260.5pp |
| Employer contribution / active EE | $2,799 | $3,031-7.6% | $2,278+22.9% | $4,866-42.5% |
| Participant deferral / active EE | $1,506 | $4,125-63.5% | $3,382-55.5% | $5,352-71.9% |
| Admin fee / account holder | $668 | $8,982-92.6% | $5,275-87.3% | $9,541-93.0% |