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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 | $12,531 | $78,690-84.1% | $161,489-92.2% | $87,485-85.7% |
| Participation rate | 87.8% | 67.5%+20.3pp | 78.7%+9.1pp | 68.9%+18.9pp |
| Annual return | 17.00% | 32.74%-15.7pp | 89.72%-72.7pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,158 | $2,588-55.3% | $4,268-72.9% | $2,596-55.4% |
| Participant deferral / active EE | $1,904 | $3,311-42.5% | $5,630-66.2% | $4,274-55.4% |
| Admin fee / account holder | $1,279 | $6,724-81.0% | $16,006-92.0% | $7,775-83.6% |