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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 | $106,864-37.4% | $147,318-54.6% | $82,637-19.0% |
| Participation rate | 82.4% | 75.5%+6.8pp | 82.1%+0.3pp | 68.1%+14.3pp |
| Annual return | 18.70% | 27.49%-8.8pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $3,269 | $3,417-4.3% | $4,593-28.8% | $2,552+28.1% |
| Participant deferral / active EE | $8,489 | $6,496+30.7% | $7,906+7.4% | $4,126+105.7% |
| Admin fee / account holder | $3,548 | $8,415-57.8% | $13,708-74.1% | $7,339-51.7% |