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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 | $81,273 | $69,977+16.1% | $108,582-25.2% | $62,881+29.2% |
| Participation rate | 72.9% | 72.9%0pp | 79.6%-6.6pp | 69.3%+3.6pp |
| Annual return | 12.74% | 10.73%+2.0pp | -51.70%+64.4pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,454 | $2,135+14.9% | $3,758-34.7% | $2,281+7.6% |
| Participant deferral / active EE | $6,078 | $3,165+92.0% | $4,311+41.0% | $3,203+89.7% |
| Admin fee / account holder | $895 | $5,076-82.4% | $7,645-88.3% | $4,296-79.2% |