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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 | $10,162 | $23,330-56.4% | $64,489-84.2% | $82,448-87.7% |
| Participation rate | 75.7% | 68.3%+7.4pp | 67.7%+8.0pp | 68.1%+7.6pp |
| Annual return | 28.38% | 83.66%-55.3pp | 55.03%-26.6pp | 41.64%-13.3pp |
| Employer contribution / active EE | $703 | $824-14.7% | $1,523-53.8% | $2,551-72.4% |
| Participant deferral / active EE | $2,064 | $1,707+20.9% | $2,778-25.7% | $4,139-50.1% |
| Admin fee / account holder | $1,531 | $2,946-48.0% | $4,260-64.1% | $7,234-78.8% |