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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 | $21,351 | $96,956-78.0% | $70,014-69.5% | $273,968-92.2% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 3.54% | 12.93%-9.4pp | 12.99%-9.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $996 | $3,316-70.0% | $2,338-57.4% | $4,869-79.5% |
| Participant deferral / active EE | $3,723 | $3,744-0.6% | $2,931+27.0% | $5,287-29.6% |
| Admin fee / account holder | $657 | $7,934-91.7% | $4,380-85.0% | $10,132-93.5% |