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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 | $11,277 | $57,057-80.2% | $85,009-86.7% | $80,874-86.1% |
| Participation rate | 83.3% | 56.4%+27.0pp | 67.5%+15.8pp | 67.6%+15.7pp |
| Annual return | 22.43% | 21.66%+0.8pp | 66.47%-44.0pp | 35.62%-13.2pp |
| Employer contribution / active EE | $888 | $1,799-50.6% | $2,728-67.4% | $2,756-67.8% |
| Participant deferral / active EE | $3,406 | $3,112+9.5% | $4,522-24.7% | $4,297-20.7% |
| Admin fee / account holder | $2,728 | $4,986-45.3% | $6,153-55.7% | $6,935-60.7% |