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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 | $138,515 | $86,919+59.4% | $102,457+35.2% | $80,911+71.2% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 14.23% | 18.90%-4.7pp | 29.41%-15.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $925 | $2,368-60.9% | $3,022-69.4% | $2,756-66.4% |
| Participant deferral / active EE | $2,809 | $4,119-31.8% | $5,054-44.4% | $4,297-34.6% |
| Admin fee / account holder | $18,411 | $8,049+128.7% | $9,451+94.8% | $6,935+165.5% |