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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 | $7,984 | $37,156-78.5% | $83,854-90.5% | $86,983-90.8% |
| Participation rate | 93.8% | 49.1%+44.7pp | 59.1%+34.6pp | 69.5%+24.2pp |
| Annual return | 23.83% | 29.88%-6.0pp | 31.39%-7.6pp | 25.83%-2.0pp |
| Employer contribution / active EE | $1,711 | $661+158.9% | $1,017+68.2% | $2,584-33.8% |
| Participant deferral / active EE | $2,303 | $1,418+62.4% | $2,035+13.2% | $4,194-45.1% |
| Admin fee / account holder | $682 | $2,510-72.8% | $3,197-78.7% | $7,856-91.3% |