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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 | $59,477 | $62,589-5.0% | $76,768-22.5% | $64,173-7.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.8pp | 69.6%+17.2pp |
| Annual return | -4.53% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,543 | $1,832+38.8% | $2,485+2.3% | $2,381+6.8% |
| Participant deferral / active EE | $5,160 | $3,145+64.1% | $3,852+34.0% | $3,470+48.7% |
| Admin fee / account holder | $1,483 | $4,667-68.2% | $6,675-77.8% | $4,887-69.7% |