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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 | $19,821 | $57,073-65.3% | $85,126-76.7% | $80,925-75.5% |
| Participation rate | 81.2% | 56.4%+24.8pp | 67.5%+13.6pp | 67.7%+13.5pp |
| Annual return | 12.84% | 21.69%-8.9pp | 66.63%-53.8pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,647 | $1,801+47.0% | $2,731-3.1% | $2,756-4.0% |
| Participant deferral / active EE | $3,080 | $3,113-1.1% | $4,523-31.9% | $4,299-28.3% |
| Admin fee / account holder | $2,134 | $4,988-57.2% | $6,160-65.4% | $6,940-69.2% |