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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 | $22,691 | $106,588-78.7% | $94,215-75.9% | $155,188-85.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 70.0%+5.0pp | 80.8%-5.8pp |
| Annual return | 21.41% | 29.39%-8.0pp | 28.22%-6.8pp | 148.84%-127.4pp |
| Employer contribution / active EE | $2,100 | $3,080-31.8% | $2,675-21.5% | $4,248-50.6% |
| Participant deferral / active EE | $3,493 | $4,802-27.3% | $4,276-18.3% | $6,531-46.5% |
| Admin fee / account holder | $462 | $12,281-96.2% | $10,216-95.5% | $14,480-96.8% |