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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 | $58,398 | $77,358-24.5% | $102,184-42.9% | $87,485-33.2% |
| Participation rate | 83.3% | 78.7%+4.7pp | 82.6%+0.7pp | 68.9%+14.4pp |
| Annual return | 24.37% | 41.11%-16.7pp | 31.58%-7.2pp | 26.06%-1.7pp |
| Employer contribution / active EE | $1,659 | $2,562-35.2% | $3,594-53.8% | $2,596-36.1% |
| Participant deferral / active EE | $13,467 | $6,753+99.4% | $8,309+62.1% | $4,274+215.1% |
| Admin fee / account holder | $1,905 | $6,809-72.0% | $11,609-83.6% | $7,775-75.5% |