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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 | $15,592 | $81,358-80.8% | $155,556-90.0% | $80,959-80.7% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 14.19% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,489 | $3,106-52.1% | $4,675-68.2% | $2,757-46.0% |
| Participant deferral / active EE | $1,925 | $3,455-44.3% | $5,631-65.8% | $4,300-55.2% |
| Admin fee / account holder | $2,889 | $7,994-63.9% | $15,885-81.8% | $6,925-58.3% |