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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 | $12,320 | $77,814-84.2% | $158,223-92.2% | $86,983-85.8% |
| Participation rate | 91.0% | 68.4%+22.6pp | 79.2%+11.8pp | 69.5%+21.5pp |
| Annual return | 32.64% | 30.54%+2.1pp | 52.09%-19.4pp | 25.83%+6.8pp |
| Employer contribution / active EE | $1,197 | $2,592-53.8% | $4,109-70.9% | $2,584-53.7% |
| Participant deferral / active EE | $4,043 | $3,270+23.6% | $5,467-26.1% | $4,194-3.6% |
| Admin fee / account holder | $374 | $5,879-93.6% | $16,047-97.7% | $7,856-95.2% |