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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 | $13,234 | $125,778-89.5% | $114,563-88.4% | $154,746-91.4% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.9%+3.3pp | 80.7%-4.5pp |
| Annual return | 19.44% | 295.14%-275.7pp | 241.09%-221.7pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,973 | $2,806-29.7% | $2,592-23.9% | $4,379-54.9% |
| Participant deferral / active EE | $3,314 | $4,445-25.4% | $4,142-20.0% | $6,730-50.8% |
| Admin fee / account holder | $1,598 | $8,190-80.5% | $7,623-79.0% | $14,365-88.9% |