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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 | $21,059 | $78,690-73.2% | $161,489-87.0% | $87,485-75.9% |
| Participation rate | 74.7% | 67.5%+7.2pp | 78.7%-4.0pp | 68.9%+5.7pp |
| Annual return | 15.22% | 32.74%-17.5pp | 89.72%-74.5pp | 26.06%-10.8pp |
| Employer contribution / active EE | $563 | $2,588-78.3% | $4,268-86.8% | $2,596-78.3% |
| Participant deferral / active EE | $4,709 | $3,311+42.2% | $5,630-16.4% | $4,274+10.2% |
| Admin fee / account holder | $2,932 | $6,724-56.4% | $16,006-81.7% | $7,775-62.3% |