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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 | $12,242 | $57,590-78.7% | $86,233-85.8% | $82,448-85.2% |
| Participation rate | 86.2% | 57.9%+28.3pp | 69.0%+17.2pp | 68.1%+18.1pp |
| Annual return | 30.98% | 22.41%+8.6pp | 61.39%-30.4pp | 41.64%-10.7pp |
| Employer contribution / active EE | $2,179 | $1,655+31.6% | $2,504-13.0% | $2,551-14.6% |
| Participant deferral / active EE | $3,916 | $3,080+27.1% | $4,559-14.1% | $4,139-5.4% |
| Admin fee / account holder | $2,245 | $4,730-52.5% | $8,342-73.1% | $7,234-69.0% |