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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 | $16,875 | $57,590-70.7% | $86,233-80.4% | $82,448-79.5% |
| Participation rate | 71.9% | 57.9%+14.0pp | 69.0%+2.9pp | 68.1%+3.8pp |
| Annual return | 18.73% | 22.41%-3.7pp | 61.39%-42.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,050 | $3,080+31.5% | $4,559-11.2% | $4,139-2.2% |
| Admin fee / account holder | $973 | $4,730-79.4% | $8,342-88.3% | $7,234-86.6% |