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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 | $10,354 | $76,407-86.4% | $150,298-93.1% | $82,448-87.4% |
| Participation rate | 71.7% | 66.4%+5.3pp | 77.8%-6.0pp | 68.1%+3.7pp |
| Annual return | 26.60% | 39.99%-13.4pp | 62.79%-36.2pp | 41.64%-15.0pp |
| Employer contribution / active EE | $1,340 | $2,614-48.7% | $4,154-67.7% | $2,551-47.5% |
| Participant deferral / active EE | $2,146 | $3,214-33.2% | $5,453-60.6% | $4,139-48.2% |
| Admin fee / account holder | $2,066 | $6,352-67.5% | $14,116-85.4% | $7,234-71.4% |