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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 | $26,313 | $78,690-66.6% | $161,489-83.7% | $87,485-69.9% |
| Participation rate | 92.0% | 67.5%+24.5pp | 78.7%+13.3pp | 68.9%+23.1pp |
| Annual return | 23.92% | 32.74%-8.8pp | 89.72%-65.8pp | 26.06%-2.1pp |
| Employer contribution / active EE | $3,439 | $2,588+32.9% | $4,268-19.4% | $2,596+32.5% |
| Participant deferral / active EE | $4,535 | $3,311+37.0% | $5,630-19.4% | $4,274+6.1% |
| Admin fee / account holder | $840 | $6,724-87.5% | $16,006-94.8% | $7,775-89.2% |