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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 | $13,238 | $60,442-78.1% | $96,754-86.3% | $87,485-84.9% |
| Participation rate | 95.5% | 58.7%+36.7pp | 70.3%+25.2pp | 68.9%+26.5pp |
| Annual return | 25.18% | 21.97%+3.2pp | 82.04%-56.9pp | 26.06%-0.9pp |
| Employer contribution / active EE | $1,964 | $1,691+16.2% | $2,679-26.7% | $2,596-24.3% |
| Participant deferral / active EE | $3,070 | $3,280-6.4% | $4,758-35.5% | $4,274-28.2% |
| Admin fee / account holder | $432 | $5,069-91.5% | $8,905-95.2% | $7,775-94.4% |