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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 | $204,285 | $86,940+135.0% | $102,434+99.4% | $80,935+152.4% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 13.43% | 18.89%-5.5pp | 29.46%-16.0pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,675 | $2,370+12.9% | $3,023-11.5% | $2,757-3.0% |
| Participant deferral / active EE | $6,397 | $4,121+55.2% | $5,055+26.6% | $4,299+48.8% |
| Admin fee / account holder | $38,538 | $8,047+378.9% | $9,462+307.3% | $6,924+456.6% |