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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 | $18,121 | $155,555-88.4% | $146,866-87.7% | $155,188-88.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 18.81% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,074 | $4,647-76.9% | $4,425-75.7% | $4,248-74.7% |
| Participant deferral / active EE | $3,326 | $8,044-58.7% | $7,759-57.1% | $6,531-49.1% |
| Admin fee / account holder | $1,210 | $14,755-91.8% | $13,620-91.1% | $14,480-91.6% |