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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 | $18,240 | $115,225-84.2% | $100,712-81.9% | $138,895-86.9% |
| Participation rate | 91.7% | 74.3%+17.3pp | 69.3%+22.4pp | 79.9%+11.7pp |
| Annual return | 23.02% | 40.35%-17.3pp | 33.27%-10.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $3,134 | $2,771+13.1% | $2,313+35.5% | $4,194-25.3% |
| Participant deferral / active EE | $6,099 | $4,699+29.8% | $4,085+49.3% | $6,396-4.7% |
| Admin fee / account holder | $2,702 | $10,844-75.1% | $9,256-70.8% | $12,562-78.5% |