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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 | $25,483 | $106,749-76.1% | $145,433-82.5% | $82,448-69.1% |
| Participation rate | 75.9% | 75.6%+0.2pp | 82.1%-6.3pp | 68.1%+7.8pp |
| Annual return | 25.48% | 27.59%-2.1pp | 66.58%-41.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $2,930 | $3,444-14.9% | $4,554-35.7% | $2,551+14.9% |
| Participant deferral / active EE | $5,382 | $6,519-17.4% | $7,897-31.8% | $4,139+30.0% |
| Admin fee / account holder | $500 | $8,390-94.0% | $13,129-96.2% | $7,234-93.1% |