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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 | $21,031 | $111,814-81.2% | $103,378-79.7% | $145,978-85.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.76% | 24.80%-13.0pp | 24.91%-13.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,864 | $4,215-32.1% | $3,870-26.0% | $4,662-38.6% |
| Participant deferral / active EE | $7,048 | $5,618+25.5% | $5,058+39.4% | $6,690+5.4% |
| Admin fee / account holder | $12,716 | $9,764+30.2% | $8,401+51.4% | $13,400-5.1% |