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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 | $33,940 | $129,737-73.8% | $119,126-71.5% | $154,746-78.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 18.67% | 379.08%-360.4pp | 282.11%-263.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,916 | $4,375-56.2% | $4,034-52.5% | $4,379-56.3% |
| Participant deferral / active EE | $3,548 | $5,842-39.3% | $5,318-33.3% | $6,730-47.3% |
| Admin fee / account holder | $341 | $11,961-97.2% | $10,693-96.8% | $14,365-97.6% |