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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 | $6,917 | $75,541-90.8% | $152,093-95.5% | $82,637-91.6% |
| Participation rate | 73.8% | 66.5%+7.3pp | 77.8%-4.0pp | 68.1%+5.8pp |
| Annual return | 17.14% | 32.56%-15.4pp | 66.36%-49.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,447 | $2,622-6.7% | $4,175-41.4% | $2,552-4.1% |
| Participant deferral / active EE | $3,214 | $3,206+0.3% | $5,451-41.0% | $4,126-22.1% |
| Admin fee / account holder | $1,020 | $6,405-84.1% | $14,497-93.0% | $7,339-86.1% |