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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 | $57,722 | $67,411-14.4% | $91,004-36.6% | $70,126-17.7% |
| Participation rate | 74.1% | 71.4%+2.7pp | 75.6%-1.5pp | 69.5%+4.5pp |
| Annual return | 19.91% | -40.16%+60.1pp | 4.60%+15.3pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,002 | $1,786-43.9% | $2,456-59.2% | $2,343-57.2% |
| Participant deferral / active EE | $1,835 | $2,823-35.0% | $3,548-48.3% | $3,332-44.9% |
| Admin fee / account holder | $8,679 | $4,236+104.9% | $5,417+60.2% | $4,645+86.8% |