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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 | $13,090 | $81,331-83.9% | $155,534-91.6% | $80,935-83.8% |
| Participation rate | 92.0% | 66.3%+25.7pp | 78.2%+13.8pp | 67.7%+24.3pp |
| Annual return | 14.14% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $431 | $3,105-86.1% | $4,675-90.8% | $2,757-84.4% |
| Participant deferral / active EE | $2,734 | $3,454-20.9% | $5,630-51.4% | $4,299-36.4% |
| Admin fee / account holder | $1,394 | $7,999-82.6% | $15,900-91.2% | $6,924-79.9% |