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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 | $22,096 | $81,331-72.8% | $155,534-85.8% | $80,935-72.7% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 13.92% | 33.37%-19.4pp | 64.92%-51.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,000 | $3,105-67.8% | $4,675-78.6% | $2,757-63.7% |
| Participant deferral / active EE | $3,191 | $3,454-7.6% | $5,630-43.3% | $4,299-25.8% |
| Admin fee / account holder | $1,975 | $7,999-75.3% | $15,900-87.6% | $6,924-71.5% |