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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 | $29,000 | $172,111-83.2% | $150,298-80.7% | $137,256-78.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 25.53% | 69.37%-43.8pp | 62.79%-37.3pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,624 | $4,636-65.0% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $6,755 | $6,166+9.6% | $5,453+23.9% | $6,407+5.4% |
| Admin fee / account holder | $494 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |