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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 | $17,309 | $154,228-88.8% | $145,433-88.1% | $137,256-87.4% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 21.99% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,868 | $4,804-40.3% | $4,554-37.0% | $4,156-31.0% |
| Participant deferral / active EE | $5,109 | $8,216-37.8% | $7,897-35.3% | $6,407-20.3% |
| Admin fee / account holder | $1,540 | $14,344-89.3% | $13,129-88.3% | $12,270-87.4% |