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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 | $68,292 | $116,462-41.4% | $740,967-90.8% | $116,462-41.4% |
| Participation rate | 78.6% | 74.7%+3.9pp | 93.1%-14.6pp | 74.7%+3.9pp |
| Annual return | 13.63% | 15.65%-2.0pp | 11.85%+1.8pp | 15.65%-2.0pp |
| Employer contribution / active EE | $1,669 | $3,231-48.3% | $10,506-84.1% | $3,231-48.3% |
| Participant deferral / active EE | $2,416 | $3,836-37.0% | $6,284-61.5% | $3,836-37.0% |
| Admin fee / account holder | $7,031 | $12,754-44.9% | $75,689-90.7% | $12,754-44.9% |