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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 | $19,472 | $211,105-90.8% | $178,449-89.1% | $145,978-86.7% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 12.94% | 30.19%-17.2pp | 27.09%-14.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,061 | $4,569-54.9% | $3,951-47.8% | $4,662-55.8% |
| Participant deferral / active EE | $4,810 | $6,959-30.9% | $6,277-23.4% | $6,690-28.1% |
| Admin fee / account holder | $2,310 | $12,017-80.8% | $10,362-77.7% | $13,400-82.8% |