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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 | $88,199 | $106,524-17.2% | $152,301-42.1% | $87,485+0.8% |
| Participation rate | 82.4% | 75.8%+6.6pp | 82.4%-0.1pp | 68.9%+13.4pp |
| Annual return | 14.77% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $4,769 | $3,371+41.5% | $4,624+3.1% | $2,596+83.7% |
| Participant deferral / active EE | $8,593 | $6,525+31.7% | $8,004+7.4% | $4,274+101.1% |
| Admin fee / account holder | $4,278 | $8,287-48.4% | $14,398-70.3% | $7,775-45.0% |