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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 | $24,053 | $183,627-86.9% | $155,602-84.5% | $145,978-83.5% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 17.53% | 61.32%-43.8pp | 64.81%-47.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,008 | $5,316-62.2% | $4,675-57.1% | $4,662-56.9% |
| Participant deferral / active EE | $4,373 | $6,466-32.4% | $5,629-22.3% | $6,690-34.6% |
| Admin fee / account holder | $2,223 | $19,327-88.5% | $15,923-86.0% | $13,400-83.4% |