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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 | $5,432 | $36,948-85.3% | $73,658-92.6% | $87,485-93.8% |
| Participation rate | 80.8% | 46.8%+34.0pp | 57.0%+23.7pp | 68.9%+11.8pp |
| Annual return | 23.06% | 28.64%-5.6pp | 29.72%-6.7pp | 26.06%-3.0pp |
| Employer contribution / active EE | $865 | $670+29.1% | $1,032-16.2% | $2,596-66.7% |
| Participant deferral / active EE | $1,979 | $1,379+43.5% | $2,062-4.0% | $4,274-53.7% |
| Admin fee / account holder | $506 | $2,531-80.0% | $3,357-84.9% | $7,775-93.5% |