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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 | $94,084 | $72,492+29.8% | $87,104+8.0% | $72,975+28.9% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.6pp |
| Annual return | 19.50% | 24.46%-5.0pp | 28.19%-8.7pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,844 | $1,894-2.6% | $2,521-26.9% | $2,440-24.4% |
| Participant deferral / active EE | $4,398 | $3,270+34.5% | $4,048+8.6% | $3,608+21.9% |
| Admin fee / account holder | $22,239 | $5,055+339.9% | $7,491+196.9% | $5,124+334.0% |