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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 | $60,086 | $69,977-14.1% | $108,582-44.7% | $62,881-4.4% |
| Participation rate | 76.7% | 72.9%+3.8pp | 79.6%-2.9pp | 69.3%+7.4pp |
| Annual return | 9.39% | 10.73%-1.3pp | -51.70%+61.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,239 | $2,135-42.0% | $3,758-67.0% | $2,281-45.7% |
| Participant deferral / active EE | $6,209 | $3,165+96.2% | $4,311+44.0% | $3,203+93.9% |
| Admin fee / account holder | $620 | $5,076-87.8% | $7,645-91.9% | $4,296-85.6% |