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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 | $61,073 | $60,349+1.2% | $74,184-17.7% | $62,881-2.9% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 10.47% | 21.38%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,650 | $1,680-1.8% | $2,370-30.4% | $2,281-27.6% |
| Participant deferral / active EE | $3,466 | $2,856+21.4% | $3,550-2.3% | $3,203+8.2% |
| Admin fee / account holder | $1,472 | $4,261-65.5% | $5,586-73.7% | $4,296-65.7% |