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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 | $25,731 | $90,400-71.5% | $186,193-86.2% | $87,485-70.6% |
| Participation rate | 76.9% | 66.2%+10.7pp | 77.1%-0.2pp | 68.9%+8.0pp |
| Annual return | 22.32% | 22.15%+0.2pp | 78.03%-55.7pp | 26.06%-3.7pp |
| Employer contribution / active EE | $533 | $2,170-75.4% | $3,918-86.4% | $2,596-79.5% |
| Participant deferral / active EE | $2,729 | $4,330-37.0% | $6,513-58.1% | $4,274-36.1% |
| Admin fee / account holder | $1,300 | $8,673-85.0% | $11,058-88.2% | $7,775-83.3% |