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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 | $72,221 | $83,898-13.9% | $133,346-45.8% | $94,015-23.2% |
| Participation rate | 73.3% | 63.4%+10.0pp | 72.8%+0.5pp | 70.8%+2.5pp |
| Annual return | 18.91% | 16.00%+2.9pp | 36.85%-17.9pp | 17.84%+1.1pp |
| Employer contribution / active EE | $1,554 | $1,821-14.7% | $2,853-45.5% | $2,790-44.3% |
| Participant deferral / active EE | $4,726 | $3,245+45.7% | $4,332+9.1% | $4,249+11.2% |
| Admin fee / account holder | $8,901 | $7,809+14.0% | $14,264-37.6% | $8,951-0.6% |