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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 | $20,924 | $81,262-74.3% | $155,602-86.6% | $80,911-74.1% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 16.42% | 33.34%-16.9pp | 64.81%-48.4pp | 35.63%-19.2pp |
| Employer contribution / active EE | $4,597 | $3,102+48.2% | $4,675-1.7% | $2,756+66.8% |
| Participant deferral / active EE | $9,100 | $3,451+163.7% | $5,629+61.7% | $4,297+111.8% |
| Admin fee / account holder | $6,989 | $7,992-12.6% | $15,923-56.1% | $6,935+0.8% |