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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 | $23,002 | $65,041-64.6% | $90,965-74.7% | $79,858-71.2% |
| Participation rate | 74.5% | 61.6%+12.9pp | 69.0%+5.5pp | 69.6%+4.9pp |
| Annual return | 10.25% | 30.45%-20.2pp | 134.57%-124.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,366 | $1,247+9.6% | $2,122-35.6% | $2,471-44.7% |
| Participant deferral / active EE | $2,329 | $2,512-7.3% | $3,373-31.0% | $3,740-37.7% |
| Admin fee / account holder | $925 | $4,536-79.6% | $5,960-84.5% | $5,306-82.6% |