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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 | $134,830 | $110,137+22.4% | $161,149-16.3% | $82,637+63.2% |
| Participation rate | 78.8% | 72.4%+6.5pp | 78.8%0pp | 68.1%+10.8pp |
| Annual return | 12.89% | 20.69%-7.8pp | 21.16%-8.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $2,464 | $2,856-13.7% | $4,360-43.5% | $2,552-3.4% |
| Participant deferral / active EE | $4,534 | $4,575-0.9% | $6,153-26.3% | $4,126+9.9% |
| Admin fee / account holder | $9,830 | $9,467+3.8% | $15,194-35.3% | $7,339+33.9% |