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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 | $74,460 | $72,273+3.0% | $101,275-26.5% | $79,856-6.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 19.26% | 22.30%-3.0pp | 46.48%-27.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,469 | $2,691-8.3% | $3,660-32.5% | $2,471-0.1% |
| Participant deferral / active EE | $5,161 | $3,282+57.3% | $4,371+18.1% | $3,741+38.0% |
| Admin fee / account holder | $313 | $4,401-92.9% | $5,948-94.7% | $5,306-94.1% |