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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 | $91,795 | $106,749-14.0% | $145,433-36.9% | $82,448+11.3% |
| Participation rate | 82.1% | 75.6%+6.5pp | 82.1%0pp | 68.1%+14.1pp |
| Annual return | 34.43% | 27.59%+6.8pp | 66.58%-32.1pp | 41.64%-7.2pp |
| Employer contribution / active EE | $1,937 | $3,444-43.8% | $4,554-57.5% | $2,551-24.1% |
| Participant deferral / active EE | $6,093 | $6,519-6.5% | $7,897-22.8% | $4,139+47.2% |
| Admin fee / account holder | $1,533 | $8,390-81.7% | $13,129-88.3% | $7,234-78.8% |