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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 | $27,983 | $80,992-65.4% | $96,534-71.0% | $75,173-62.8% |
| Participation rate | 76.4% | 71.8%+4.6pp | 76.0%+0.4pp | 67.2%+9.2pp |
| Annual return | 15.02% | 27.05%-12.0pp | 25.88%-10.9pp | 160.72%-145.7pp |
| Employer contribution / active EE | $1,635 | $2,283-28.4% | $2,965-44.9% | $2,671-38.8% |
| Participant deferral / active EE | $3,094 | $3,929-21.3% | $4,851-36.2% | $4,126-25.0% |
| Admin fee / account holder | $1,115 | $6,717-83.4% | $8,253-86.5% | $5,651-80.3% |