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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 | $5,618 | $36,948-84.8% | $73,658-92.4% | $87,485-93.6% |
| Participation rate | 72.7% | 46.8%+25.9pp | 57.0%+15.7pp | 68.9%+3.8pp |
| Annual return | 16.66% | 28.64%-12.0pp | 29.72%-13.1pp | 26.06%-9.4pp |
| Employer contribution / active EE | $562 | $670-16.1% | $1,032-45.5% | $2,596-78.3% |
| Participant deferral / active EE | $1,122 | $1,379-18.7% | $2,062-45.6% | $4,274-73.7% |
| Admin fee / account holder | $1,640 | $2,531-35.2% | $3,357-51.1% | $7,775-78.9% |