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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 | $18,784 | $174,379-89.2% | $152,093-87.6% | $138,895-86.5% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 18.26% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,819 | $4,652-60.9% | $4,175-56.4% | $4,194-56.6% |
| Participant deferral / active EE | $5,828 | $6,159-5.4% | $5,451+6.9% | $6,396-8.9% |
| Admin fee / account holder | $3,973 | $16,880-76.5% | $14,497-72.6% | $12,562-68.4% |