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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 | $25,282 | $106,864-76.3% | $147,318-82.8% | $82,637-69.4% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 15.41% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,654 | $3,417-51.6% | $4,593-64.0% | $2,552-35.2% |
| Participant deferral / active EE | $3,787 | $6,496-41.7% | $7,906-52.1% | $4,126-8.2% |
| Admin fee / account holder | $654 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |