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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 | $21,845 | $73,955-70.5% | $96,520-77.4% | $75,181-70.9% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 20.61% | 26.72%-6.1pp | 35.72%-15.1pp | 160.69%-140.1pp |
| Employer contribution / active EE | $7,485 | $2,930+155.5% | $3,739+100.2% | $2,671+180.3% |
| Participant deferral / active EE | $2,143 | $3,659-41.4% | $4,879-56.1% | $4,126-48.1% |
| Admin fee / account holder | $4,139 | $5,217-20.7% | $6,733-38.5% | $5,650-26.7% |