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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 | $79,826 | $123,793-35.5% | $177,848-55.1% | $79,8560% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 16.61% | 22.82%-6.2pp | 48.33%-31.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $7,094 | $4,095+73.2% | $5,919+19.9% | $2,471+187.0% |
| Participant deferral / active EE | $10,323 | $5,956+73.3% | $7,714+33.8% | $3,741+176.0% |
| Admin fee / account holder | $3,694 | $7,243-49.0% | $12,431-70.3% | $5,306-30.4% |