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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 | $23,254 | $106,749-78.2% | $145,433-84.0% | $82,448-71.8% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 17.18% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,529 | $3,444+2.5% | $4,554-22.5% | $2,551+38.3% |
| Participant deferral / active EE | $7,017 | $6,519+7.6% | $7,897-11.2% | $4,139+69.5% |
| Admin fee / account holder | $6,199 | $8,390-26.1% | $13,129-52.8% | $7,234-14.3% |