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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 | $25,276 | $172,111-85.3% | $150,298-83.2% | $137,256-81.6% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 22.96% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,454 | $4,636-68.6% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $4,925 | $6,166-20.1% | $5,453-9.7% | $6,407-23.1% |
| Admin fee / account holder | $423 | $16,471-97.4% | $14,116-97.0% | $12,270-96.5% |