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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 | $59,534 | $138,386-57.0% | $184,260-67.7% | $80,935-26.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.7%+19.8pp |
| Annual return | 29.56% | 20.02%+9.5pp | 28.84%+0.7pp | 35.66%-6.1pp |
| Employer contribution / active EE | $2,168 | $4,851-55.3% | $6,427-66.3% | $2,757-21.3% |
| Participant deferral / active EE | $6,396 | $7,076-9.6% | $9,133-30.0% | $4,299+48.8% |
| Admin fee / account holder | $2,369 | $10,489-77.4% | $13,898-83.0% | $6,924-65.8% |