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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 | $27,476 | $67,411-59.2% | $91,004-69.8% | $70,126-60.8% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 17.84% | -40.16%+58.0pp | 4.60%+13.2pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,635 | $1,786-8.4% | $2,456-33.4% | $2,343-30.2% |
| Participant deferral / active EE | $2,022 | $2,823-28.4% | $3,548-43.0% | $3,332-39.3% |
| Admin fee / account holder | $2,047 | $4,236-51.7% | $5,417-62.2% | $4,645-55.9% |