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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 | $22,256 | $110,410-79.8% | $102,437-78.3% | $145,897-84.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.13% | 24.85%-12.7pp | 24.95%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,050 | $4,217-27.7% | $3,871-21.2% | $4,663-34.6% |
| Participant deferral / active EE | $6,497 | $5,622+15.6% | $5,060+28.4% | $6,689-2.9% |
| Admin fee / account holder | $3,198 | $9,745-67.2% | $8,388-61.9% | $13,390-76.1% |