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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 | $84,966 | $113,941-25.4% | $94,229-9.8% | $125,389-32.2% |
| Participation rate | 82.6% | 82.9%-0.3pp | 78.8%+3.8pp | 83.2%-0.6pp |
| Annual return | 1.11% | 5.29%-4.2pp | 10.68%-9.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $3,403 | $4,727-28.0% | $3,587-5.1% | $4,866-30.1% |
| Participant deferral / active EE | $6,719 | $5,179+29.7% | $4,320+55.5% | $5,352+25.6% |
| Admin fee / account holder | $1,141 | $8,392-86.4% | $6,269-81.8% | $9,541-88.0% |