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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 | $19,296 | $92,219-79.1% | $76,767-74.9% | $135,380-85.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 2.34% | 5.46%-3.1pp | 2.43%-0.1pp | 519.81%-517.5pp |
| Employer contribution / active EE | $1,899 | $3,216-41.0% | $2,485-23.6% | $4,779-60.3% |
| Participant deferral / active EE | $2,773 | $4,508-38.5% | $3,852-28.0% | $5,609-50.6% |
| Admin fee / account holder | $772 | $10,749-92.8% | $6,675-88.4% | $10,828-92.9% |