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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 | $74,978 | $60,349+24.2% | $74,184+1.1% | $62,881+19.2% |
| Participation rate | 75.4% | 72.7%+2.7pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 7.22% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $548 | $1,680-67.4% | $2,370-76.9% | $2,281-76.0% |
| Participant deferral / active EE | $2,441 | $2,856-14.6% | $3,550-31.2% | $3,203-23.8% |
| Admin fee / account holder | $5,276 | $4,261+23.8% | $5,586-5.5% | $4,296+22.8% |