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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 | $60,360 | $61,660-2.1% | $80,022-24.6% | $64,173-5.9% |
| Participation rate | 82.5% | 71.7%+10.8pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | 9.78% | -0.33%+10.1pp | 11.22%-1.4pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,311 | $1,810-27.6% | $2,468-46.9% | $2,381-44.9% |
| Participant deferral / active EE | $2,503 | $2,968-15.7% | $3,686-32.1% | $3,470-27.9% |
| Admin fee / account holder | $1,635 | $5,417-69.8% | $6,521-74.9% | $4,887-66.5% |