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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 | $14,163 | $99,053-85.7% | $88,179-83.9% | $138,895-89.8% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.1%+26.5pp | 79.9%+15.7pp |
| Annual return | 18.46% | 78.17%-59.7pp | 64.97%-46.5pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,726 | $2,882-40.1% | $2,549-32.3% | $4,194-58.8% |
| Participant deferral / active EE | $3,016 | $5,225-42.3% | $4,614-34.6% | $6,396-52.8% |
| Admin fee / account holder | $2,314 | $8,748-73.6% | $7,673-69.8% | $12,562-81.6% |