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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 | $68,740 | $78,672-12.6% | $109,163-37.0% | $85,856-19.9% |
| Participation rate | 75.4% | 68.3%+7.1pp | 75.9%-0.5pp | 69.3%+6.1pp |
| Annual return | 12.64% | 25.09%-12.4pp | 25.75%-13.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $2,876 | $2,734+5.2% | $3,723-22.7% | $2,565+12.1% |
| Participant deferral / active EE | $2,645 | $3,467-23.7% | $4,654-43.2% | $3,952-33.1% |
| Admin fee / account holder | $3,164 | $5,470-42.1% | $6,754-53.1% | $6,261-49.5% |