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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 | $18,110 | $41,377-56.2% | $109,313-83.4% | $62,881-71.2% |
| Participation rate | 85.7% | 57.5%+28.2pp | 71.3%+14.4pp | 69.3%+16.4pp |
| Annual return | 8.09% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,070 | $1,276-16.1% | $3,892-72.5% | $2,281-53.1% |
| Participant deferral / active EE | $2,088 | $2,045+2.1% | $3,166-34.1% | $3,203-34.8% |
| Admin fee / account holder | $1,263 | $2,884-56.2% | $5,666-77.7% | $4,296-70.6% |