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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 | $68,352 | $45,050+51.7% | $63,018+8.5% | $70,126-2.5% |
| Participation rate | 75.5% | 69.5%+6.0pp | 74.8%+0.7pp | 69.5%+5.9pp |
| Annual return | 16.33% | 18.76%-2.4pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,078 | $2,052+1.3% | $2,761-24.7% | $2,343-11.3% |
| Participant deferral / active EE | $3,783 | $2,466+53.4% | $3,330+13.6% | $3,332+13.5% |
| Admin fee / account holder | $16,514 | $2,834+482.7% | $3,601+358.6% | $4,645+255.5% |