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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 | $23,142 | $76,551-69.8% | $123,894-81.3% | $62,881-63.2% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.4pp | 69.3%+1.7pp |
| Annual return | 7.70% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,111 | $2,882-61.5% | $4,617-75.9% | $2,281-51.3% |
| Participant deferral / active EE | $2,424 | $4,840-49.9% | $5,984-59.5% | $3,203-24.3% |
| Admin fee / account holder | $1,651 | $4,826-65.8% | $8,357-80.2% | $4,296-61.6% |