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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 | $64,774 | $69,977-7.4% | $108,582-40.3% | $62,881+3.0% |
| Participation rate | 86.2% | 72.9%+13.3pp | 79.6%+6.6pp | 69.3%+16.9pp |
| Annual return | 10.62% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $787 | $2,135-63.2% | $3,758-79.1% | $2,281-65.5% |
| Participant deferral / active EE | $1,818 | $3,165-42.5% | $4,311-57.8% | $3,203-43.2% |
| Admin fee / account holder | $436 | $5,076-91.4% | $7,645-94.3% | $4,296-89.8% |