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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 | $71,081 | $73,638-3.5% | $95,956-25.9% | $73,493-3.3% |
| Participation rate | 76.2% | 76.2%+0.1pp | 77.1%-0.8pp | 70.7%+5.6pp |
| Annual return | 18.51% | 16.78%+1.7pp | 91.63%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $978 | $1,863-47.5% | $2,541-61.5% | $2,270-56.9% |
| Participant deferral / active EE | $2,401 | $3,617-33.6% | $4,167-42.4% | $3,740-35.8% |
| Admin fee / account holder | $4,799 | $482+895.4% | $6,797-29.4% | $513+835.3% |