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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 | $66,184 | $102,609-35.5% | $98,090-32.5% | $138,895-52.3% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 13.98% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,381 | $3,867-12.6% | $3,606-6.3% | $4,194-19.4% |
| Participant deferral / active EE | $5,891 | $8,167-27.9% | $7,845-24.9% | $6,396-7.9% |
| Admin fee / account holder | $19,569 | $11,434+71.1% | $11,815+65.6% | $12,562+55.8% |