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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 | $29,695 | $110,212-73.1% | $96,534-69.2% | $139,466-78.7% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 22.97% | 26.42%-3.4pp | 25.88%-2.9pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,498 | $3,620-31.0% | $2,965-15.8% | $4,754-47.5% |
| Participant deferral / active EE | $5,919 | $5,547+6.7% | $4,851+22.0% | $6,712-11.8% |
| Admin fee / account holder | $972 | $11,599-91.6% | $8,253-88.2% | $11,409-91.5% |