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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 | $19,843 | $115,225-82.8% | $100,712-80.3% | $138,895-85.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 13.51% | 40.35%-26.8pp | 33.27%-19.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,211 | $2,771-56.3% | $2,313-47.6% | $4,194-71.1% |
| Participant deferral / active EE | $2,464 | $4,699-47.6% | $4,085-39.7% | $6,396-61.5% |
| Admin fee / account holder | $6,336 | $10,844-41.6% | $9,256-31.5% | $12,562-49.6% |