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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 | $61,987 | $58,627+5.7% | $76,735-19.2% | $82,448-24.8% |
| Participation rate | 90.5% | 63.2%+27.3pp | 69.5%+21.0pp | 68.1%+22.4pp |
| Annual return | 26.61% | 39.10%-12.5pp | 29.77%-3.2pp | 41.64%-15.0pp |
| Employer contribution / active EE | $939 | $1,729-45.7% | $2,454-61.7% | $2,551-63.2% |
| Participant deferral / active EE | $2,963 | $3,134-5.4% | $4,088-27.5% | $4,139-28.4% |
| Admin fee / account holder | $5,265 | $5,323-1.1% | $7,189-26.8% | $7,234-27.2% |