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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 | $15,372 | $57,061-73.1% | $85,063-81.9% | $80,911-81.0% |
| Participation rate | 95.3% | 56.3%+39.0pp | 67.5%+27.8pp | 67.6%+27.7pp |
| Annual return | 18.39% | 21.66%-3.3pp | 66.54%-48.1pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,719 | $1,799+51.2% | $2,727-0.3% | $2,756-1.3% |
| Participant deferral / active EE | $4,596 | $3,110+47.8% | $4,523+1.6% | $4,297+7.0% |
| Admin fee / account holder | $2,252 | $4,986-54.8% | $6,155-63.4% | $6,935-67.5% |