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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 | $23,736 | $162,136-85.4% | $152,301-84.4% | $154,746-84.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.98% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,641 | $4,890-66.4% | $4,624-64.5% | $4,379-62.5% |
| Participant deferral / active EE | $3,071 | $8,341-63.2% | $8,004-61.6% | $6,730-54.4% |
| Admin fee / account holder | $633 | $15,759-96.0% | $14,398-95.6% | $14,365-95.6% |