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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 | $82,479 | $106,524-22.6% | $152,301-45.8% | $87,485-5.7% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 16.04% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $4,579 | $3,371+35.8% | $4,624-1.0% | $2,596+76.4% |
| Participant deferral / active EE | $10,443 | $6,525+60.1% | $8,004+30.5% | $4,274+144.4% |
| Admin fee / account holder | $1,188 | $8,287-85.7% | $14,398-91.8% | $7,775-84.7% |