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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 | $70,825 | $80,983-12.5% | $96,544-26.6% | $75,177-5.8% |
| Participation rate | 76.7% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.5pp |
| Annual return | 13.79% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $2,580 | $2,282+13.0% | $2,966-13.0% | $2,671-3.4% |
| Participant deferral / active EE | $8,973 | $3,929+128.4% | $4,851+85.0% | $4,126+117.5% |
| Admin fee / account holder | $15,524 | $6,717+131.1% | $8,254+88.1% | $5,651+174.7% |