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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 | $25,478 | $68,880-63.0% | $120,580-78.9% | $80,959-68.5% |
| Participation rate | 89.4% | 61.7%+27.7pp | 72.0%+17.4pp | 67.7%+21.7pp |
| Annual return | 12.45% | 23.68%-11.2pp | 107.48%-95.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,333 | $2,066-35.5% | $3,469-61.6% | $2,757-51.7% |
| Participant deferral / active EE | $2,718 | $3,191-14.8% | $4,995-45.6% | $4,300-36.8% |
| Admin fee / account holder | $2,196 | $5,785-62.0% | $9,418-76.7% | $6,925-68.3% |