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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 | $31,228 | $93,064-66.4% | $74,577-58.1% | $273,972-88.6% |
| Participation rate | 73.7% | 74.9%-1.3pp | 68.1%+5.6pp | 83.0%-9.3pp |
| Annual return | 8.75% | 26.18%-17.4pp | 20.47%-11.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $300 | $3,160-90.5% | $2,525-88.1% | $4,869-93.8% |
| Participant deferral / active EE | $2,232 | $4,160-46.4% | $3,458-35.5% | $5,287-57.8% |
| Admin fee / account holder | $584 | $5,273-88.9% | $4,138-85.9% | $10,133-94.2% |