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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 | $68,211 | $67,606+0.9% | $82,313-17.1% | $70,124-2.7% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.8pp |
| Annual return | 15.76% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,318 | $1,755-24.9% | $2,428-45.7% | $2,342-43.7% |
| Participant deferral / active EE | $4,579 | $2,987+53.3% | $3,706+23.6% | $3,332+37.4% |
| Admin fee / account holder | $7,153 | $4,512+58.5% | $5,608+27.5% | $4,645+54.0% |