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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 | $26,674 | $111,535-76.1% | $105,223-74.7% | $137,256-80.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.58% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,169 | $3,939-19.5% | $3,689-14.1% | $4,156-23.7% |
| Participant deferral / active EE | $8,497 | $5,500+54.5% | $5,072+67.5% | $6,407+32.6% |
| Admin fee / account holder | $1,056 | $9,721-89.1% | $8,859-88.1% | $12,270-91.4% |