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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 | $145,485 | $114,712+26.8% | $173,730-16.3% | $87,485+66.3% |
| Participation rate | 80.2% | 73.0%+7.3pp | 79.6%+0.7pp | 68.9%+11.3pp |
| Annual return | 19.68% | 20.18%-0.5pp | 19.96%-0.3pp | 26.06%-6.4pp |
| Employer contribution / active EE | $2,480 | $2,904-14.6% | $4,577-45.8% | $2,596-4.5% |
| Participant deferral / active EE | $4,163 | $4,642-10.3% | $6,326-34.2% | $4,274-2.6% |
| Admin fee / account holder | $1,824 | $10,210-82.1% | $17,523-89.6% | $7,775-76.5% |