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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 | $24,498 | $72,027-66.0% | $185,835-86.8% | $79,852-69.3% |
| Participation rate | 94.6% | 65.8%+28.8pp | 78.0%+16.6pp | 69.6%+25.0pp |
| Annual return | 12.44% | 23.13%-10.7pp | 35.96%-23.5pp | 31.72%-19.3pp |
| Employer contribution / active EE | $4,402 | $1,965+124.0% | $4,087+7.7% | $2,471+78.2% |
| Participant deferral / active EE | $5,520 | $3,780+46.1% | $5,633-2.0% | $3,740+47.6% |
| Admin fee / account holder | $6,653 | $4,513+47.4% | $9,502-30.0% | $5,306+25.4% |