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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 | $20,245 | $73,988-72.6% | $96,538-79.0% | $75,177-73.1% |
| Participation rate | 96.7% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.5pp |
| Annual return | 25.62% | 26.73%-1.1pp | 35.74%-10.1pp | 160.75%-135.1pp |
| Employer contribution / active EE | $1,983 | $2,930-32.3% | $3,740-47.0% | $2,671-25.7% |
| Participant deferral / active EE | $2,002 | $3,660-45.3% | $4,880-59.0% | $4,126-51.5% |
| Admin fee / account holder | $613 | $5,220-88.3% | $6,737-90.9% | $5,651-89.2% |