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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 | $108,218 | $100,194+8.0% | $122,979-12.0% | $86,983+24.4% |
| Participation rate | 77.1% | 73.0%+4.1pp | 77.2%-0.1pp | 69.5%+7.5pp |
| Annual return | 14.48% | 16.47%-2.0pp | 20.12%-5.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,018 | $2,326-56.2% | $3,062-66.8% | $2,584-60.6% |
| Participant deferral / active EE | $2,605 | $4,133-37.0% | $5,003-47.9% | $4,194-37.9% |
| Admin fee / account holder | $2,435 | $10,148-76.0% | $12,864-81.1% | $7,856-69.0% |