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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 | $23,530 | $88,996-73.6% | $78,004-69.8% | $138,895-83.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.4%+10.6pp | 79.9%+0.1pp |
| Annual return | 21.80% | 28.03%-6.2pp | 31.07%-9.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,320 | $2,917-20.5% | $2,469-6.0% | $4,194-44.7% |
| Participant deferral / active EE | $4,652 | $4,724-1.5% | $4,092+13.7% | $6,396-27.3% |
| Admin fee / account holder | $1,687 | $8,807-80.8% | $7,578-77.7% | $12,562-86.6% |