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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 | $65,073 | $45,043+44.5% | $63,005+3.3% | $70,124-7.2% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 20.02% | 18.76%+1.3pp | 87.59%-67.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,324 | $2,052+62.0% | $2,760+20.4% | $2,342+41.9% |
| Participant deferral / active EE | $6,696 | $2,466+171.6% | $3,329+101.1% | $3,332+101.0% |
| Admin fee / account holder | $1,856 | $2,833-34.5% | $3,599-48.4% | $4,645-60.1% |