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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 | $77,597 | $62,589+24.0% | $76,768+1.1% | $64,173+20.9% |
| Participation rate | 79.4% | 72.8%+6.5pp | 77.0%+2.4pp | 69.6%+9.8pp |
| Annual return | -5.41% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $519 | $1,832-71.7% | $2,485-79.1% | $2,381-78.2% |
| Participant deferral / active EE | $3,479 | $3,145+10.6% | $3,852-9.7% | $3,470+0.3% |
| Admin fee / account holder | $3,679 | $4,667-21.2% | $6,675-44.9% | $4,887-24.7% |