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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 | $140,668 | $99,875+40.8% | $146,866-4.2% | $86,983+61.7% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 15.05% | 28.10%-13.0pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $1,167 | $3,224-63.8% | $4,425-73.6% | $2,584-54.8% |
| Participant deferral / active EE | $7,963 | $6,322+25.9% | $7,759+2.6% | $4,194+89.9% |
| Admin fee / account holder | $4,719 | $7,838-39.8% | $13,620-65.4% | $7,856-39.9% |