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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 | $24,745 | $126,661-80.5% | $113,397-78.2% | $138,895-82.2% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 16.77% | 25.05%-8.3pp | 23.20%-6.4pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,700 | $3,456-50.8% | $2,977-42.9% | $4,194-59.5% |
| Participant deferral / active EE | $3,812 | $5,693-33.0% | $5,076-24.9% | $6,396-40.4% |
| Admin fee / account holder | $3,581 | $14,549-75.4% | $11,957-70.0% | $12,562-71.5% |