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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 | $65,874 | $86,919-24.2% | $102,457-35.7% | $80,911-18.6% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 19.94% | 18.90%+1.0pp | 29.41%-9.5pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,340 | $2,368-43.4% | $3,022-55.7% | $2,756-51.4% |
| Participant deferral / active EE | $3,822 | $4,119-7.2% | $5,054-24.4% | $4,297-11.1% |
| Admin fee / account holder | $2,798 | $8,049-65.2% | $9,451-70.4% | $6,935-59.7% |