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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 | $23,270 | $110,410-78.9% | $102,437-77.3% | $145,897-84.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 12.47% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,212 | $4,217-47.5% | $3,871-42.8% | $4,663-52.5% |
| Participant deferral / active EE | $2,567 | $5,622-54.3% | $5,060-49.3% | $6,689-61.6% |
| Admin fee / account holder | $2,257 | $9,745-76.8% | $8,388-73.1% | $13,390-83.1% |