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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 | $23,503 | $73,988-68.2% | $96,538-75.7% | $75,177-68.7% |
| Participation rate | 87.9% | 66.4%+21.5pp | 74.3%+13.6pp | 67.2%+20.7pp |
| Annual return | 21.46% | 26.73%-5.3pp | 35.74%-14.3pp | 160.75%-139.3pp |
| Employer contribution / active EE | $1,536 | $2,930-47.6% | $3,740-58.9% | $2,671-42.5% |
| Participant deferral / active EE | $3,352 | $3,660-8.4% | $4,880-31.3% | $4,126-18.8% |
| Admin fee / account holder | $694 | $5,220-86.7% | $6,737-89.7% | $5,651-87.7% |