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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 | $18,844 | $85,024-77.8% | $70,544-73.3% | $139,466-86.5% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.4%+12.9pp | 80.3%+0.9pp |
| Annual return | 17.45% | 30.39%-12.9pp | 32.79%-15.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,902 | $3,912-51.4% | $2,976-36.1% | $4,754-60.0% |
| Participant deferral / active EE | $3,343 | $5,891-43.3% | $4,568-26.8% | $6,712-50.2% |
| Admin fee / account holder | $1,220 | $8,928-86.3% | $6,427-81.0% | $11,409-89.3% |