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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 | $10,487 | $97,125-89.2% | $86,233-87.8% | $137,256-92.4% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 17.32% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $683 | $2,841-76.0% | $2,504-72.7% | $4,156-83.6% |
| Participant deferral / active EE | $1,891 | $5,180-63.5% | $4,559-58.5% | $6,407-70.5% |
| Admin fee / account holder | $4,385 | $9,725-54.9% | $8,342-47.4% | $12,270-64.3% |