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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 | $54,477 | $62,589-13.0% | $76,768-29.0% | $64,173-15.1% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -2.97% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,479 | $1,832+35.3% | $2,485-0.2% | $2,381+4.1% |
| Participant deferral / active EE | $6,082 | $3,145+93.4% | $3,852+57.9% | $3,470+75.3% |
| Admin fee / account holder | $3,065 | $4,667-34.3% | $6,675-54.1% | $4,887-37.3% |