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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 | $24,680 | $62,549-60.5% | $85,705-71.2% | $85,851-71.3% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.9%+6.1pp | 69.3%+6.6pp |
| Annual return | 14.07% | 23.77%-9.7pp | 21.49%-7.4pp | 318.63%-304.6pp |
| Employer contribution / active EE | $1,292 | $1,755-26.4% | $2,619-50.7% | $2,565-49.6% |
| Participant deferral / active EE | $3,930 | $2,802+40.2% | $3,924+0.1% | $3,952-0.6% |
| Admin fee / account holder | $1,686 | $4,644-63.7% | $6,877-75.5% | $6,261-73.1% |