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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 | $58,689 | $99,345-40.9% | $84,753-30.8% | $273,972-78.6% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 5.18% | 22.93%-17.8pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,209 | $4,214-71.3% | $3,574-66.2% | $4,869-75.2% |
| Participant deferral / active EE | $2,142 | $4,270-49.8% | $3,712-42.3% | $5,287-59.5% |
| Admin fee / account holder | $14,665 | $6,645+120.7% | $5,333+175.0% | $10,133+44.7% |