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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 | $14,984 | $76,407-80.4% | $150,298-90.0% | $82,448-81.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.95% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,362 | $2,614-47.9% | $4,154-67.2% | $2,551-46.6% |
| Participant deferral / active EE | $3,107 | $3,214-3.3% | $5,453-43.0% | $4,139-24.9% |
| Admin fee / account holder | $10,198 | $6,352+60.6% | $14,116-27.8% | $7,234+41.0% |