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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 | $5,863 | $37,156-84.2% | $83,854-93.0% | $86,983-93.3% |
| Participation rate | 74.5% | 49.1%+25.5pp | 59.1%+15.4pp | 69.5%+5.0pp |
| Annual return | 19.36% | 29.88%-10.5pp | 31.39%-12.0pp | 25.83%-6.5pp |
| Employer contribution / active EE | $946 | $661+43.2% | $1,017-7.0% | $2,584-63.4% |
| Participant deferral / active EE | $1,025 | $1,418-27.7% | $2,035-49.6% | $4,194-75.6% |
| Admin fee / account holder | $998 | $2,510-60.2% | $3,197-68.8% | $7,856-87.3% |