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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 | $79,703 | $125,797-36.6% | $170,057-53.1% | $75,177+6.0% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 21.34% | 27.20%-5.9pp | 53.42%-32.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,454 | $6,838+140.6% | $10,411+58.0% | $4,126+298.7% |
| Admin fee / account holder | $594 | $8,177-92.7% | $12,826-95.4% | $5,651-89.5% |