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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 | $72,207 | $76,551-5.7% | $123,894-41.7% | $62,881+14.8% |
| Participation rate | 82.1% | 73.0%+9.1pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 7.70% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $7,710 | $2,882+167.5% | $4,617+67.0% | $2,281+238.0% |
| Participant deferral / active EE | $4,658 | $4,840-3.8% | $5,984-22.2% | $3,203+45.4% |
| Admin fee / account holder | $2,874 | $4,826-40.5% | $8,357-65.6% | $4,296-33.1% |