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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 | $27,275 | $117,829-76.9% | $102,423-73.4% | $145,877-81.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 19.20% | 31.83%-12.6pp | 29.42%-10.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $3,428 | $3,615-5.2% | $3,023+13.4% | $4,663-26.5% |
| Participant deferral / active EE | $6,644 | $5,732+15.9% | $5,054+31.5% | $6,691-0.7% |
| Admin fee / account holder | $9,084 | $13,335-31.9% | $9,455-3.9% | $13,402-32.2% |