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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 | $57,810 | $49,249+17.4% | $70,476-18.0% | $79,852-27.6% |
| Participation rate | 75.5% | 69.2%+6.3pp | 75.1%+0.5pp | 69.6%+5.9pp |
| Annual return | 18.36% | 30.09%-11.7pp | 109.12%-90.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $2,865 | $2,100+36.4% | $2,738+4.6% | $2,471+15.9% |
| Participant deferral / active EE | $5,519 | $2,769+99.3% | $3,710+48.8% | $3,740+47.6% |
| Admin fee / account holder | $1,098 | $2,878-61.8% | $3,847-71.4% | $5,306-79.3% |