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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 | $87,132-23.7% | $105,624-37.1% | $80,959-17.9% |
| Participation rate | 75.8% | 70.4%+5.3pp | 75.3%+0.5pp | 67.7%+8.1pp |
| Annual return | 35.20% | 17.03%+18.2pp | 116.20%-81.0pp | 35.67%-0.5pp |
| Employer contribution / active EE | $1,943 | $2,397-18.9% | $3,168-38.7% | $2,757-29.5% |
| Participant deferral / active EE | $4,855 | $3,985+21.8% | $5,013-3.1% | $4,300+12.9% |
| Admin fee / account holder | $2,409 | $8,449-71.5% | $10,961-78.0% | $6,925-65.2% |