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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 | $20,191 | $81,276-75.2% | $155,574-87.0% | $80,925-75.0% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 13.41% | 33.36%-19.9pp | 64.87%-51.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,591 | $3,103-48.7% | $4,676-66.0% | $2,756-42.3% |
| Participant deferral / active EE | $1,499 | $3,453-56.6% | $5,629-73.4% | $4,299-65.1% |
| Admin fee / account holder | $493 | $7,993-93.8% | $15,914-96.9% | $6,940-92.9% |