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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 | $54,779 | $75,183-27.1% | $123,894-55.8% | $55,167-0.7% |
| Participation rate | 77.6% | 72.8%+4.7pp | 81.4%-3.8pp | 69.0%+8.6pp |
| Annual return | 17.88% | 19.01%-1.1pp | 47.52%-29.6pp | 169.23%-151.4pp |
| Employer contribution / active EE | $1,262 | $2,823-55.3% | $4,617-72.7% | $1,963-35.7% |
| Participant deferral / active EE | $6,292 | $5,084+23.8% | $5,984+5.2% | $3,054+106.0% |
| Admin fee / account holder | $2,701 | $663+307.7% | $8,357-67.7% | $504+436.0% |