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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 | $10,490 | $114,119-90.8% | $107,187-90.2% | $138,895-92.4% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 79.9%+5.1pp |
| Annual return | 17.76% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,051 | $4,059-49.5% | $3,782-45.8% | $4,194-51.1% |
| Participant deferral / active EE | $3,221 | $5,538-41.8% | $5,096-36.8% | $6,396-49.6% |
| Admin fee / account holder | $322 | $10,024-96.8% | $9,162-96.5% | $12,562-97.4% |