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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 | $25,022 | $68,852-63.7% | $120,524-79.2% | $80,925-69.1% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.7%+4.8pp |
| Annual return | 11.73% | 23.67%-11.9pp | 107.36%-95.6pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,352 | $2,063-34.5% | $3,469-61.0% | $2,756-50.9% |
| Participant deferral / active EE | $1,875 | $3,187-41.1% | $4,994-62.4% | $4,299-56.4% |
| Admin fee / account holder | $9,506 | $5,781+64.5% | $9,440+0.7% | $6,940+37.0% |