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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 | $21,218 | $54,541-61.1% | $78,778-73.1% | $70,126-69.7% |
| Participation rate | 86.7% | 60.8%+25.9pp | 69.2%+17.5pp | 69.5%+17.1pp |
| Annual return | 20.72% | 21.07%-0.3pp | 35.62%-14.9pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,400 | $1,089+28.6% | $1,986-29.5% | $2,343-40.2% |
| Participant deferral / active EE | $4,477 | $2,210+102.6% | $2,958+51.3% | $3,332+34.4% |
| Admin fee / account holder | $1,653 | $3,709-55.4% | $5,134-67.8% | $4,645-64.4% |