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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 | $56,599 | $56,054+1.0% | $171,082-66.9% | $62,881-10.0% |
| Participation rate | 76.0% | 62.9%+13.1pp | 76.7%-0.7pp | 69.3%+6.7pp |
| Annual return | 7.31% | 22.52%-15.2pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,251 | $1,731+30.0% | $4,002-43.8% | $2,281-1.3% |
| Participant deferral / active EE | $3,843 | $3,158+21.7% | $4,797-19.9% | $3,203+20.0% |
| Admin fee / account holder | $375 | $3,647-89.7% | $8,520-95.6% | $4,296-91.3% |