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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 | $23,800 | $63,845-62.7% | $81,370-70.8% | $80,959-70.6% |
| Participation rate | 79.3% | 63.9%+15.4pp | 69.5%+9.8pp | 67.7%+11.6pp |
| Annual return | 11.74% | 16.37%-4.6pp | 24.85%-13.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,189 | $1,980-40.0% | $2,464-51.8% | $2,757-56.9% |
| Participant deferral / active EE | $1,861 | $3,093-39.8% | $3,885-52.1% | $4,300-56.7% |
| Admin fee / account holder | $1,497 | $5,688-73.7% | $5,749-74.0% | $6,925-78.4% |