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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 | $22,073 | $71,230-69.0% | $93,727-76.4% | $80,959-72.7% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.1pp | 67.7%+8.2pp |
| Annual return | 12.71% | 11.26%+1.5pp | 133.83%-121.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $749 | $1,565-52.2% | $2,421-69.1% | $2,757-72.8% |
| Participant deferral / active EE | $1,534 | $4,037-62.0% | $4,417-65.3% | $4,300-64.3% |
| Admin fee / account holder | $3,638 | $6,961-47.7% | $8,292-56.1% | $6,925-47.5% |