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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 | $81,478 | $76,551+6.4% | $123,894-34.2% | $62,881+29.6% |
| Participation rate | 81.6% | 73.0%+8.7pp | 81.4%+0.2pp | 69.3%+12.3pp |
| Annual return | 9.01% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,352 | $2,882+51.0% | $4,617-5.7% | $2,281+90.8% |
| Participant deferral / active EE | $10,034 | $4,840+107.3% | $5,984+67.7% | $3,203+213.3% |
| Admin fee / account holder | $2,486 | $4,826-48.5% | $8,357-70.3% | $4,296-42.1% |