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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 | $52,693 | $51,638+2.0% | $68,368-22.9% | $82,448-36.1% |
| Participation rate | 73.3% | 63.6%+9.7pp | 73.8%-0.4pp | 68.1%+5.3pp |
| Annual return | 16.37% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,458 | $2,047+20.1% | $2,649-7.2% | $2,551-3.7% |
| Participant deferral / active EE | $6,673 | $2,914+129.0% | $4,123+61.9% | $4,139+61.2% |
| Admin fee / account holder | $7,083 | $4,643+52.5% | $5,150+37.5% | $7,234-2.1% |