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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 | $24,324 | $69,274-64.9% | $64,097-62.1% | $139,487-82.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 10.37% | 46.00%-35.6pp | 33.75%-23.4pp | 373.84%-363.5pp |
| Employer contribution / active EE | $1,182 | $3,187-62.9% | $2,750-57.0% | $4,755-75.1% |
| Participant deferral / active EE | $4,109 | $4,685-12.3% | $3,881+5.9% | $6,713-38.8% |
| Admin fee / account holder | $516 | $4,247-87.8% | $3,070-83.2% | $11,407-95.5% |