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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 | $23,462 | $72,607-67.7% | $90,259-74.0% | $87,485-73.2% |
| Participation rate | 96.7% | 64.8%+31.9pp | 70.7%+26.0pp | 68.9%+27.8pp |
| Annual return | 12.94% | 18.59%-5.7pp | 18.88%-5.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,001 | $1,919-47.8% | $2,291-56.3% | $2,596-61.4% |
| Participant deferral / active EE | $1,147 | $3,055-62.5% | $3,827-70.0% | $4,274-73.2% |
| Admin fee / account holder | $838 | $5,947-85.9% | $7,267-88.5% | $7,775-89.2% |