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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 | $13,658 | $114,013-88.0% | $103,693-86.8% | $155,188-91.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 15.33% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1,887 | $3,131-39.7% | $2,920-35.4% | $4,248-55.6% |
| Participant deferral / active EE | $2,872 | $4,970-42.2% | $4,579-37.3% | $6,531-56.0% |
| Admin fee / account holder | $2,113 | $8,407-74.9% | $7,858-73.1% | $14,480-85.4% |