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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 | $21,600 | $108,882-80.2% | $96,754-77.7% | $154,746-86.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 18.25% | 98.39%-80.1pp | 82.04%-63.8pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,599 | $3,018-47.0% | $2,679-40.3% | $4,379-63.5% |
| Participant deferral / active EE | $2,792 | $5,323-47.5% | $4,758-41.3% | $6,730-58.5% |
| Admin fee / account holder | $1,147 | $10,200-88.8% | $8,905-87.1% | $14,365-92.0% |