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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 | $21,020 | $35,183-40.3% | $73,550-71.4% | $70,126-70.0% |
| Participation rate | 70.5% | 42.9%+27.5pp | 54.9%+15.5pp | 69.5%+0.9pp |
| Annual return | 12.73% | 26.90%-14.2pp | -15.16%+27.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $653 | $709-7.9% | $1,219-46.5% | $2,343-72.1% |
| Participant deferral / active EE | $1,523 | $1,220+24.9% | $1,804-15.6% | $3,332-54.3% |
| Admin fee / account holder | $3,015 | $2,302+31.0% | $2,320+30.0% | $4,645-35.1% |