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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 | $73,511 | $61,660+19.2% | $80,022-8.1% | $64,173+14.6% |
| Participation rate | 73.2% | 71.7%+1.5pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | -4.91% | -0.33%-4.6pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $472 | $1,810-73.9% | $2,468-80.9% | $2,381-80.2% |
| Participant deferral / active EE | $4,056 | $2,968+36.7% | $3,686+10.0% | $3,470+16.9% |
| Admin fee / account holder | $6,801 | $5,417+25.6% | $6,521+4.3% | $4,887+39.2% |