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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 | $23,654 | $60,349-60.8% | $74,184-68.1% | $62,881-62.4% |
| Participation rate | 86.8% | 72.7%+14.1pp | 76.6%+10.2pp | 69.3%+17.5pp |
| Annual return | 6.24% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $757 | $1,680-55.0% | $2,370-68.1% | $2,281-66.8% |
| Participant deferral / active EE | $1,701 | $2,856-40.4% | $3,550-52.1% | $3,203-46.9% |
| Admin fee / account holder | $2,478 | $4,261-41.8% | $5,586-55.6% | $4,296-42.3% |