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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 | $86,919-35.8% | $102,457-45.5% | $80,911-31.0% |
| Participation rate | 76.5% | 72.4%+4.1pp | 76.5%0pp | 67.6%+8.8pp |
| Annual return | 19.22% | 18.90%+0.3pp | 29.41%-10.2pp | 35.63%-16.4pp |
| Employer contribution / active EE | $4,197 | $2,368+77.2% | $3,022+38.9% | $2,756+52.3% |
| Participant deferral / active EE | $11,416 | $4,119+177.1% | $5,054+125.9% | $4,297+165.7% |
| Admin fee / account holder | $2,817 | $8,049-65.0% | $9,451-70.2% | $6,935-59.4% |