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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 | $49,554 | $56,544-12.4% | $75,501-34.4% | $70,126-29.3% |
| Participation rate | 77.8% | 68.1%+9.7pp | 72.4%+5.4pp | 69.5%+8.2pp |
| Annual return | 12.89% | 23.59%-10.7pp | 27.35%-14.5pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,098 | $2,580-57.4% | $3,142-65.1% | $3,332-67.0% |
| Admin fee / account holder | $747 | $3,827-80.5% | $5,801-87.1% | $4,645-83.9% |