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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 | $63,137 | $62,583+0.9% | $76,767-17.8% | $64,173-1.6% |
| Participation rate | 84.5% | 72.8%+11.7pp | 77.0%+7.5pp | 69.6%+14.9pp |
| Annual return | 6.12% | -1.95%+8.1pp | 2.43%+3.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $1,363 | $1,832-25.6% | $2,485-45.1% | $2,381-42.7% |
| Participant deferral / active EE | $7,020 | $3,145+123.2% | $3,852+82.3% | $3,470+102.3% |
| Admin fee / account holder | $2,962 | $4,667-36.5% | $6,675-55.6% | $4,887-39.4% |