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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 | $42,001 | $48,364-13.2% | $71,796-41.5% | $62,881-33.2% |
| Participation rate | 83.1% | 60.6%+22.5pp | 69.1%+14.0pp | 69.3%+13.8pp |
| Annual return | 6.11% | 13.16%-7.1pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $351 | $1,042-66.3% | $1,924-81.7% | $2,281-84.6% |
| Participant deferral / active EE | $1,171 | $2,091-44.0% | $2,794-58.1% | $3,203-63.4% |
| Admin fee / account holder | $327 | $3,771-91.3% | $4,815-93.2% | $4,296-92.4% |