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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 | $10,021 | $58,848-83.0% | $88,179-88.6% | $82,637-87.9% |
| Participation rate | 81.6% | 57.9%+23.7pp | 69.1%+12.5pp | 68.1%+13.6pp |
| Annual return | 18.07% | 22.76%-4.7pp | 64.97%-46.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $605 | $1,678-63.9% | $2,549-76.3% | $2,552-76.3% |
| Participant deferral / active EE | $3,157 | $3,124+1.1% | $4,614-31.6% | $4,126-23.5% |
| Admin fee / account holder | $4,625 | $4,795-3.6% | $7,673-39.7% | $7,339-37.0% |