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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 | $155,360 | $114,712+35.4% | $173,730-10.6% | $87,485+77.6% |
| Participation rate | 79.5% | 73.0%+6.6pp | 79.6%0pp | 68.9%+10.6pp |
| Annual return | 17.31% | 20.18%-2.9pp | 19.96%-2.6pp | 26.06%-8.7pp |
| Employer contribution / active EE | $5,065 | $2,904+74.4% | $4,577+10.7% | $2,596+95.1% |
| Participant deferral / active EE | $2,834 | $4,642-38.9% | $6,326-55.2% | $4,274-33.7% |
| Admin fee / account holder | $1,387 | $10,210-86.4% | $17,523-92.1% | $7,775-82.2% |