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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 | $17,602 | $81,262-78.3% | $155,602-88.7% | $80,911-78.2% |
| Participation rate | 86.8% | 66.2%+20.6pp | 78.2%+8.6pp | 67.6%+19.1pp |
| Annual return | 14.44% | 33.34%-18.9pp | 64.81%-50.4pp | 35.63%-21.2pp |
| Employer contribution / active EE | $1,507 | $3,102-51.4% | $4,675-67.8% | $2,756-45.3% |
| Participant deferral / active EE | $2,738 | $3,451-20.7% | $5,629-51.4% | $4,297-36.3% |
| Admin fee / account holder | $1,624 | $7,992-79.7% | $15,923-89.8% | $6,935-76.6% |