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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 | $60,345 | $67,602-10.7% | $82,312-26.7% | $70,126-13.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 14.63% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,001 | $1,755-43.0% | $2,428-58.8% | $2,343-57.3% |
| Participant deferral / active EE | $2,587 | $2,987-13.4% | $3,706-30.2% | $3,332-22.3% |
| Admin fee / account holder | $6,389 | $4,512+41.6% | $5,608+13.9% | $4,645+37.5% |