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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 | $64,200 | $83,485-23.1% | $125,195-48.7% | $72,976-12.0% |
| Participation rate | 80.2% | 73.3%+6.9pp | 79.8%+0.5pp | 69.5%+10.7pp |
| Annual return | 25.32% | 25.77%-0.5pp | 43.79%-18.5pp | 81.02%-55.7pp |
| Employer contribution / active EE | $1,215 | $2,346-48.2% | $3,866-68.6% | $2,440-50.2% |
| Participant deferral / active EE | $5,389 | $3,586+50.3% | $4,937+9.1% | $3,608+49.4% |
| Admin fee / account holder | $8,800 | $5,518+59.5% | $9,704-9.3% | $5,124+71.7% |