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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 | $29,276 | $67,411-56.6% | $91,004-67.8% | $70,126-58.3% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.2pp |
| Annual return | 24.81% | -40.16%+65.0pp | 4.60%+20.2pp | 73.15%-48.3pp |
| Employer contribution / active EE | $849 | $1,786-52.5% | $2,456-65.4% | $2,343-63.8% |
| Participant deferral / active EE | $1,836 | $2,823-34.9% | $3,548-48.2% | $3,332-44.9% |
| Admin fee / account holder | $538 | $4,236-87.3% | $5,417-90.1% | $4,645-88.4% |