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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 | $42,922 | $180,028-76.2% | $138,135-68.9% | $158,982-73.0% |
| Participation rate | 88.2% | 82.2%+6.0pp | 78.7%+9.5pp | 82.0%+6.3pp |
| Annual return | 9.54% | 21.68%-12.1pp | 20.51%-11.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $1,508 | $7,470-79.8% | $5,587-73.0% | $4,763-68.3% |
| Participant deferral / active EE | $3,003 | $7,717-61.1% | $6,431-53.3% | $5,983-49.8% |
| Admin fee / account holder | $1,023 | $17,912-94.3% | $11,856-91.4% | $11,252-90.9% |