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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 | $26,529 | $106,974-75.2% | $90,796-70.8% | $138,895-80.9% |
| Participation rate | 70.6% | 74.9%-4.3pp | 69.5%+1.1pp | 79.9%-9.3pp |
| Annual return | 18.25% | 20.10%-1.9pp | 19.29%-1.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,117 | $2,609-57.2% | $2,294-51.3% | $4,194-73.4% |
| Participant deferral / active EE | $2,023 | $4,455-54.6% | $3,822-47.1% | $6,396-68.4% |
| Admin fee / account holder | $893 | $8,626-89.7% | $7,024-87.3% | $12,562-92.9% |