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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 | $21,056 | $81,262-74.1% | $155,602-86.5% | $80,911-74.0% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.4pp |
| Annual return | 14.82% | 33.34%-18.5pp | 64.81%-50.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $2,130 | $3,102-31.3% | $4,675-54.4% | $2,756-22.7% |
| Participant deferral / active EE | $4,539 | $3,451+31.5% | $5,629-19.4% | $4,297+5.6% |
| Admin fee / account holder | $580 | $7,992-92.7% | $15,923-96.4% | $6,935-91.6% |