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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 | $17,408 | $185,312-90.6% | $161,489-89.2% | $154,746-88.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 22.78% | 103.84%-81.1pp | 89.72%-66.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $3,248 | $4,769-31.9% | $4,268-23.9% | $4,379-25.8% |
| Participant deferral / active EE | $4,095 | $6,350-35.5% | $5,630-27.3% | $6,730-39.2% |
| Admin fee / account holder | $1,599 | $18,654-91.4% | $16,006-90.0% | $14,365-88.9% |