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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 | $20,474 | $108,911-81.2% | $100,392-79.6% | $145,884-86.0% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 13.58% | 58.23%-44.6pp | 49.45%-35.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $5,983 | $4,420+35.4% | $3,941+51.8% | $4,662+28.3% |
| Participant deferral / active EE | $7,637 | $8,459-9.7% | $8,090-5.6% | $6,690+14.2% |
| Admin fee / account holder | $10,796 | $9,698+11.3% | $7,904+36.6% | $13,392-19.4% |