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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 | $20,909 | $115,917-82.0% | $100,535-79.2% | $158,982-86.8% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 21.13% | 34.80%-13.7pp | 30.90%-9.8pp | 302.99%-281.9pp |
| Employer contribution / active EE | $2,646 | $4,105-35.6% | $3,419-22.6% | $4,763-44.5% |
| Participant deferral / active EE | $6,765 | $6,677+1.3% | $6,271+7.9% | $5,983+13.1% |
| Admin fee / account holder | $3,139 | $11,002-71.5% | $8,085-61.2% | $11,252-72.1% |