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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 | $11,563 | $57,140-79.8% | $85,240-86.4% | $80,959-85.7% |
| Participation rate | 74.6% | 56.4%+18.2pp | 67.5%+7.1pp | 67.7%+6.9pp |
| Annual return | 13.96% | 21.71%-7.8pp | 66.75%-52.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,414 | $1,802-21.5% | $2,735-48.3% | $2,757-48.7% |
| Participant deferral / active EE | $2,933 | $3,115-5.9% | $4,527-35.2% | $4,300-31.8% |
| Admin fee / account holder | $1,187 | $4,992-76.2% | $6,165-80.7% | $6,925-82.9% |