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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 | $29,143 | $51,222-43.1% | $70,544-58.7% | $75,173-61.2% |
| Participation rate | 88.6% | 61.0%+27.7pp | 68.4%+20.3pp | 67.2%+21.4pp |
| Annual return | 27.88% | 30.06%-2.2pp | 32.79%-4.9pp | 160.72%-132.8pp |
| Employer contribution / active EE | $2,277 | $1,827+24.7% | $2,976-23.5% | $2,671-14.7% |
| Participant deferral / active EE | $6,444 | $2,850+126.1% | $4,568+41.1% | $4,126+56.2% |
| Admin fee / account holder | $4,955 | $4,096+21.0% | $6,427-22.9% | $5,651-12.3% |