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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 | $24,908 | $76,407-67.4% | $150,298-83.4% | $82,448-69.8% |
| Participation rate | 94.0% | 66.4%+27.6pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 19.60% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,753 | $2,614+5.3% | $4,154-33.7% | $2,551+7.9% |
| Participant deferral / active EE | $2,451 | $3,214-23.7% | $5,453-55.0% | $4,139-40.8% |
| Admin fee / account holder | $957 | $6,352-84.9% | $14,116-93.2% | $7,234-86.8% |