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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 | $26,004 | $78,668-66.9% | $109,152-76.2% | $85,854-69.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 14.79% | 25.09%-10.3pp | 25.75%-11.0pp | 318.56%-303.8pp |
| Employer contribution / active EE | $2,031 | $2,733-25.7% | $3,722-45.4% | $2,565-20.8% |
| Participant deferral / active EE | $3,692 | $3,467+6.5% | $4,653-20.7% | $3,952-6.6% |
| Admin fee / account holder | $4,426 | $5,469-19.1% | $6,753-34.5% | $6,260-29.3% |