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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 | $27,421 | $60,349-54.6% | $74,184-63.0% | $62,881-56.4% |
| Participation rate | 85.1% | 72.7%+12.4pp | 76.6%+8.5pp | 69.3%+15.8pp |
| Annual return | 6.52% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $489 | $1,680-70.9% | $2,370-79.4% | $2,281-78.6% |
| Participant deferral / active EE | $2,160 | $2,856-24.4% | $3,550-39.1% | $3,203-32.6% |
| Admin fee / account holder | $8,973 | $4,261+110.6% | $5,586+60.6% | $4,296+108.9% |