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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 | $106,749-22.7% | $145,433-43.3% | $82,4480% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,579 | $3,444+33.0% | $4,554+0.5% | $2,551+79.5% |
| Participant deferral / active EE | $10,443 | $6,519+60.2% | $7,897+32.2% | $4,139+152.3% |
| Admin fee / account holder | $1,188 | $8,390-85.8% | $13,129-91.0% | $7,234-83.6% |