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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 | $66,909 | $99,875-33.0% | $146,866-54.4% | $86,983-23.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 18.70% | 28.10%-9.4pp | 102.85%-84.2pp | 25.83%-7.1pp |
| Employer contribution / active EE | $3,269 | $3,224+1.4% | $4,425-26.1% | $2,584+26.5% |
| Participant deferral / active EE | $8,489 | $6,322+34.3% | $7,759+9.4% | $4,194+102.4% |
| Admin fee / account holder | $3,548 | $7,838-54.7% | $13,620-73.9% | $7,856-54.8% |