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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 | $66,619 | $61,660+8.0% | $80,022-16.7% | $64,173+3.8% |
| Participation rate | 75.4% | 71.7%+3.7pp | 75.8%-0.5pp | 69.6%+5.8pp |
| Annual return | -3.18% | -0.33%-2.8pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $938 | $1,810-48.2% | $2,468-62.0% | $2,381-60.6% |
| Participant deferral / active EE | $3,413 | $2,968+15.0% | $3,686-7.4% | $3,470-1.6% |
| Admin fee / account holder | $14,712 | $5,417+171.6% | $6,521+125.6% | $4,887+201.0% |