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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 | $67,281 | $69,977-3.9% | $108,582-38.0% | $62,881+7.0% |
| Participation rate | 73.0% | 72.9%+0.1pp | 79.6%-6.6pp | 69.3%+3.7pp |
| Annual return | 4.89% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $888 | $2,135-58.4% | $3,758-76.4% | $2,281-61.1% |
| Participant deferral / active EE | $2,249 | $3,165-28.9% | $4,311-47.8% | $3,203-29.8% |
| Admin fee / account holder | $4,686 | $5,076-7.7% | $7,645-38.7% | $4,296+9.1% |