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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 | $60,222 | $87,059-30.8% | $105,608-43.0% | $80,925-25.6% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.7%+7.9pp |
| Annual return | 19.01% | 17.05%+2.0pp | 116.50%-97.5pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,967 | $2,396-17.9% | $3,167-37.9% | $2,756-28.6% |
| Participant deferral / active EE | $4,383 | $3,986+10.0% | $5,010-12.5% | $4,299+2.0% |
| Admin fee / account holder | $2,038 | $8,443-75.9% | $11,028-81.5% | $6,940-70.6% |