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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 | $69,779 | $67,602+3.2% | $82,312-15.2% | $70,126-0.5% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 16.51% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $1,219 | $1,755-30.6% | $2,428-49.8% | $2,343-48.0% |
| Participant deferral / active EE | $2,439 | $2,987-18.3% | $3,706-34.2% | $3,332-26.8% |
| Admin fee / account holder | $23,190 | $4,512+414.0% | $5,608+313.5% | $4,645+399.2% |