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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 | $61,789 | $95,404-35.2% | $113,397-45.5% | $82,637-25.2% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.5%+1.5pp | 68.1%+9.9pp |
| Annual return | 17.13% | 19.08%-1.9pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,525 | $2,307+9.5% | $2,977-15.2% | $2,552-1.1% |
| Participant deferral / active EE | $3,455 | $4,220-18.1% | $5,076-31.9% | $4,126-16.3% |
| Admin fee / account holder | $1,391 | $9,168-84.8% | $11,957-88.4% | $7,339-81.0% |