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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 | $21,016 | $76,407-72.5% | $150,298-86.0% | $82,448-74.5% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.8pp | 68.1%+22.5pp |
| Annual return | 21.46% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,544 | $2,614-40.9% | $4,154-62.8% | $2,551-39.5% |
| Participant deferral / active EE | $3,373 | $3,214+4.9% | $5,453-38.1% | $4,139-18.5% |
| Admin fee / account holder | $4,863 | $6,352-23.4% | $14,116-65.6% | $7,234-32.8% |