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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 | $30,021 | $76,551-60.8% | $123,894-75.8% | $62,881-52.3% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 8.59% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,416 | $2,882-50.9% | $4,617-69.3% | $2,281-37.9% |
| Participant deferral / active EE | $2,565 | $4,840-47.0% | $5,984-57.1% | $3,203-19.9% |
| Admin fee / account holder | $1,089 | $4,826-77.4% | $8,357-87.0% | $4,296-74.6% |