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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 | $73,454 | $62,583+17.4% | $76,767-4.3% | $64,173+14.5% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | 9.57% | -1.95%+11.5pp | 2.43%+7.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $954 | $1,832-47.9% | $2,485-61.6% | $2,381-59.9% |
| Participant deferral / active EE | $2,975 | $3,145-5.4% | $3,852-22.7% | $3,470-14.2% |
| Admin fee / account holder | $2,160 | $4,667-53.7% | $6,675-67.6% | $4,887-55.8% |