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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 | $66,050 | $60,349+9.4% | $74,184-11.0% | $62,881+5.0% |
| Participation rate | 73.1% | 72.7%+0.3pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 5.66% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,721 | $1,680+2.4% | $2,370-27.4% | $2,281-24.5% |
| Participant deferral / active EE | $3,089 | $2,856+8.1% | $3,550-13.0% | $3,203-3.6% |
| Admin fee / account holder | $1,956 | $4,261-54.1% | $5,586-65.0% | $4,296-54.5% |