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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 | $61,543 | $71,057-13.4% | $93,654-34.3% | $80,874-23.9% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.34%-123.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,745 | $1,564+11.6% | $2,421-27.9% | $2,756-36.7% |
| Participant deferral / active EE | $3,297 | $4,034-18.3% | $4,413-25.3% | $4,297-23.3% |
| Admin fee / account holder | $401 | $6,944-94.2% | $8,282-95.2% | $6,935-94.2% |