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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 | $23,776 | $60,349-60.6% | $74,184-67.9% | $62,881-62.2% |
| Participation rate | 80.4% | 72.7%+7.7pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 10.19% | 21.38%-11.2pp | 17.74%-7.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,572 | $1,680-6.4% | $2,370-33.7% | $2,281-31.1% |
| Participant deferral / active EE | $3,680 | $2,856+28.8% | $3,550+3.7% | $3,203+14.9% |
| Admin fee / account holder | $1,010 | $4,261-76.3% | $5,586-81.9% | $4,296-76.5% |