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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 | $60,763 | $72,273-15.9% | $101,275-40.0% | $79,856-23.9% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 23.97% | 22.30%+1.7pp | 46.48%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,606 | $2,691-3.2% | $3,660-28.8% | $2,471+5.4% |
| Participant deferral / active EE | $5,403 | $3,282+64.7% | $4,371+23.6% | $3,741+44.4% |
| Admin fee / account holder | $478 | $4,401-89.1% | $5,948-92.0% | $5,306-91.0% |