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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 | $115,931+25.5% | $185,441-21.5% | $86,983+67.3% |
| Participation rate | 80.2% | 73.6%+6.6pp | 80.3%0pp | 69.5%+10.7pp |
| Annual return | 19.68% | 21.47%-1.8pp | 20.16%-0.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $2,480 | $2,937-15.6% | $4,672-46.9% | $2,584-4.1% |
| Participant deferral / active EE | $4,163 | $4,551-8.5% | $6,152-32.3% | $4,194-0.7% |
| Admin fee / account holder | $1,824 | $10,687-82.9% | $17,890-89.8% | $7,856-76.8% |