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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 | $64,147 | $77,816-17.6% | $123,552-48.1% | $64,1730% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | 4.43% | 12.49%-8.1pp | 119.20%-114.8pp | 7.63%-3.2pp |
| Employer contribution / active EE | $903 | $3,014-70.0% | $4,628-80.5% | $2,381-62.1% |
| Participant deferral / active EE | $6,055 | $5,240+15.5% | $6,426-5.8% | $3,470+74.5% |
| Admin fee / account holder | $1,069 | $5,519-80.6% | $9,285-88.5% | $4,887-78.1% |