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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 | $17,638 | $100,811-82.5% | $86,698-79.7% | $134,545-86.9% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | 23.03% | 29.11%-6.1pp | 35.96%-12.9pp | 418.37%-395.3pp |
| Employer contribution / active EE | $1,357 | $3,490-61.1% | $2,837-52.2% | $4,742-71.4% |
| Participant deferral / active EE | $2,700 | $5,339-49.4% | $4,656-42.0% | $6,401-57.8% |
| Admin fee / account holder | $2,321 | $10,926-78.8% | $7,492-69.0% | $11,431-79.7% |