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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 | $59,740 | $69,590-14.2% | $136,867-56.4% | $94,015-36.5% |
| Participation rate | 75.0% | 66.3%+8.7pp | 74.5%+0.5pp | 70.8%+4.2pp |
| Annual return | 12.63% | 19.62%-7.0pp | 42.97%-30.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $1,942 | $2,396-18.9% | $3,547-45.2% | $2,790-30.4% |
| Participant deferral / active EE | $7,313 | $3,437+112.8% | $4,924+48.5% | $4,249+72.1% |
| Admin fee / account holder | $9,021 | $8,912+1.2% | $10,340-12.8% | $8,951+0.8% |