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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 | $71,717 | $69,977+2.5% | $108,582-34.0% | $62,881+14.1% |
| Participation rate | 70.0% | 72.9%-2.9pp | 79.6%-9.6pp | 69.3%+0.7pp |
| Annual return | 8.30% | 10.73%-2.4pp | -51.70%+60.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,895 | $2,135-11.3% | $3,758-49.6% | $2,281-16.9% |
| Participant deferral / active EE | $3,619 | $3,165+14.4% | $4,311-16.0% | $3,203+13.0% |
| Admin fee / account holder | $1,677 | $5,076-67.0% | $7,645-78.1% | $4,296-61.0% |