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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 | $55,827 | $86,940-35.8% | $102,434-45.5% | $80,935-31.0% |
| Participation rate | 76.5% | 72.4%+4.1pp | 76.5%0pp | 67.7%+8.8pp |
| Annual return | 19.22% | 18.89%+0.3pp | 29.46%-10.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $4,197 | $2,370+77.1% | $3,023+38.8% | $2,757+52.2% |
| Participant deferral / active EE | $11,416 | $4,121+177.0% | $5,055+125.8% | $4,299+165.5% |
| Admin fee / account holder | $2,817 | $8,047-65.0% | $9,462-70.2% | $6,924-59.3% |