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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 | $5,544 | $36,948-85.0% | $73,658-92.5% | $87,485-93.7% |
| Participation rate | 82.2% | 46.8%+35.4pp | 57.0%+25.2pp | 68.9%+13.3pp |
| Annual return | 21.84% | 28.64%-6.8pp | 29.72%-7.9pp | 26.06%-4.2pp |
| Employer contribution / active EE | $1,020 | $670+52.2% | $1,032-1.2% | $2,596-60.7% |
| Participant deferral / active EE | $1,162 | $1,379-15.8% | $2,062-43.7% | $4,274-72.8% |
| Admin fee / account holder | $320 | $2,531-87.4% | $3,357-90.5% | $7,775-95.9% |