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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 | $70,399 | $69,977+0.6% | $108,582-35.2% | $62,881+12.0% |
| Participation rate | 97.1% | 72.9%+24.2pp | 79.6%+17.5pp | 69.3%+27.8pp |
| Annual return | 7.52% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,235 | $2,135-42.1% | $3,758-67.1% | $2,281-45.8% |
| Participant deferral / active EE | $4,126 | $3,165+30.4% | $4,311-4.3% | $3,203+28.8% |
| Admin fee / account holder | $4,706 | $5,076-7.3% | $7,645-38.4% | $4,296+9.5% |