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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 | $33,913 | $93,589-63.8% | $135,942-75.1% | $75,181-54.9% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 67.2%+22.6pp |
| Annual return | 26.41% | 30.90%-4.5pp | 68.28%-41.9pp | 160.69%-134.3pp |
| Employer contribution / active EE | $3,717 | $3,537+5.1% | $4,858-23.5% | $2,671+39.2% |
| Participant deferral / active EE | $4,006 | $6,405-37.5% | $7,759-48.4% | $4,126-2.9% |
| Admin fee / account holder | $735 | $6,977-89.5% | $10,764-93.2% | $5,650-87.0% |