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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 | $25,555 | $93,589-72.7% | $135,942-81.2% | $75,181-66.0% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 22.36% | 30.90%-8.5pp | 68.28%-45.9pp | 160.69%-138.3pp |
| Employer contribution / active EE | $1,823 | $3,537-48.5% | $4,858-62.5% | $2,671-31.8% |
| Participant deferral / active EE | $4,932 | $6,405-23.0% | $7,759-36.4% | $4,126+19.5% |
| Admin fee / account holder | $10,179 | $6,977+45.9% | $10,764-5.4% | $5,650+80.2% |