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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 | $78,931 | $76,367+3.4% | $93,614-15.7% | $72,983+8.1% |
| Participation rate | 81.4% | 71.7%+9.6pp | 75.8%+5.6pp | 69.5%+11.9pp |
| Annual return | 19.34% | 25.82%-6.5pp | 32.76%-13.4pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,262 | $2,275-44.5% | $2,718-53.6% | $2,440-48.3% |
| Participant deferral / active EE | $2,482 | $3,538-29.9% | $4,069-39.0% | $3,608-31.2% |
| Admin fee / account holder | $5,589 | $6,838-18.3% | $7,889-29.2% | $5,124+9.1% |