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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 | $66,477 | $87,037-23.6% | $106,201-37.4% | $80,874-17.8% |
| Participation rate | 75.8% | 70.4%+5.3pp | 75.3%+0.5pp | 67.6%+8.1pp |
| Annual return | 35.20% | 17.05%+18.1pp | 116.26%-81.1pp | 35.62%-0.4pp |
| Employer contribution / active EE | $1,943 | $2,396-18.9% | $3,170-38.7% | $2,756-29.5% |
| Participant deferral / active EE | $4,855 | $3,986+21.8% | $5,012-3.1% | $4,297+13.0% |
| Admin fee / account holder | $2,409 | $8,434-71.4% | $11,039-78.2% | $6,935-65.3% |