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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 | $72,134 | $72,269-0.2% | $101,271-28.8% | $79,852-9.7% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 16.76% | 22.29%-5.5pp | 46.48%-29.7pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,744 | $2,692+1.9% | $3,660-25.0% | $2,471+11.0% |
| Participant deferral / active EE | $6,428 | $3,282+95.9% | $4,371+47.1% | $3,740+71.8% |
| Admin fee / account holder | $578 | $4,401-86.9% | $5,948-90.3% | $5,306-89.1% |