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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 | $16,594 | $112,729-85.3% | $98,716-83.2% | $137,256-87.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.18% | 38.48%-17.3pp | 31.81%-10.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,697 | $2,725+35.6% | $2,279+62.2% | $4,156-11.1% |
| Participant deferral / active EE | $5,449 | $4,640+17.4% | $4,048+34.6% | $6,407-15.0% |
| Admin fee / account holder | $1,092 | $10,129-89.2% | $8,703-87.5% | $12,270-91.1% |