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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 | $19,359 | $63,845-69.7% | $81,370-76.2% | $80,959-76.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 69.5%+15.8pp | 67.7%+17.7pp |
| Annual return | 48.12% | 16.37%+31.7pp | 24.85%+23.3pp | 35.67%+12.4pp |
| Employer contribution / active EE | $888 | $1,980-55.1% | $2,464-63.9% | $2,757-67.8% |
| Participant deferral / active EE | $2,119 | $3,093-31.5% | $3,885-45.5% | $4,300-50.7% |
| Admin fee / account holder | $422 | $5,688-92.6% | $5,749-92.7% | $6,925-93.9% |