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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 | $28,723 | $68,880-58.3% | $120,580-76.2% | $80,959-64.5% |
| Participation rate | 71.4% | 61.7%+9.7pp | 72.0%-0.5pp | 67.7%+3.8pp |
| Annual return | 23.55% | 23.68%-0.1pp | 107.48%-83.9pp | 35.67%-12.1pp |
| Employer contribution / active EE | $2,586 | $2,066+25.2% | $3,469-25.5% | $2,757-6.2% |
| Participant deferral / active EE | $6,350 | $3,191+99.0% | $4,995+27.1% | $4,300+47.7% |
| Admin fee / account holder | $5,299 | $5,785-8.4% | $9,418-43.7% | $6,925-23.5% |