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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 | $26,190 | $99,345-73.6% | $84,753-69.1% | $273,972-90.4% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.00% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,761 | $4,214-58.2% | $3,574-50.7% | $4,869-63.8% |
| Participant deferral / active EE | $3,462 | $4,270-18.9% | $3,712-6.7% | $5,287-34.5% |
| Admin fee / account holder | $709 | $6,645-89.3% | $5,333-86.7% | $10,133-93.0% |