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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 | $25,874 | $77,817-66.8% | $123,553-79.1% | $64,173-59.7% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.3%-9.7pp | 69.6%+3.0pp |
| Annual return | 12.17% | 12.49%-0.3pp | 119.21%-107.0pp | 7.63%+4.5pp |
| Employer contribution / active EE | $1,624 | $3,014-46.1% | $4,628-64.9% | $2,381-31.8% |
| Participant deferral / active EE | $3,209 | $5,240-38.8% | $6,426-50.1% | $3,470-7.5% |
| Admin fee / account holder | $1,518 | $5,519-72.5% | $9,284-83.7% | $4,887-68.9% |