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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 | $25,657 | $67,411-61.9% | $91,004-71.8% | $70,126-63.4% |
| Participation rate | 73.2% | 71.4%+1.8pp | 75.6%-2.4pp | 69.5%+3.7pp |
| Annual return | 20.72% | -40.16%+60.9pp | 4.60%+16.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $472 | $1,786-73.5% | $2,456-80.8% | $2,343-79.8% |
| Participant deferral / active EE | $1,547 | $2,823-45.2% | $3,548-56.4% | $3,332-53.6% |
| Admin fee / account holder | $1,782 | $4,236-57.9% | $5,417-67.1% | $4,645-61.6% |