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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 | $60,574 | $43,075+40.6% | $74,577-18.8% | $62,881-3.7% |
| Participation rate | 85.1% | 58.1%+27.1pp | 68.1%+17.0pp | 69.3%+15.8pp |
| Annual return | 7.75% | 17.50%-9.8pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $611 | $1,498-59.2% | $2,525-75.8% | $2,281-73.2% |
| Participant deferral / active EE | $1,366 | $2,389-42.8% | $3,458-60.5% | $3,203-57.4% |
| Admin fee / account holder | $844 | $2,840-70.3% | $4,138-79.6% | $4,296-80.3% |