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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 | $20,910 | $75,541-72.3% | $152,093-86.3% | $82,637-74.7% |
| Participation rate | 97.3% | 66.5%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 17.13% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,230 | $2,622-53.1% | $4,175-70.5% | $2,552-51.8% |
| Participant deferral / active EE | $2,257 | $3,206-29.6% | $5,451-58.6% | $4,126-45.3% |
| Admin fee / account holder | $5,048 | $6,405-21.2% | $14,497-65.2% | $7,339-31.2% |