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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 | $72,628 | $91,019-20.2% | $392,568-81.5% | $72,976-0.5% |
| Participation rate | 80.9% | 74.4%+6.5pp | 78.1%+2.8pp | 69.5%+11.4pp |
| Annual return | 21.61% | 20.00%+1.6pp | 24.42%-2.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $2,286 | $2,751-16.9% | $3,783-39.6% | $2,440-6.3% |
| Participant deferral / active EE | $6,428 | $4,570+40.7% | $5,985+7.4% | $3,608+78.2% |
| Admin fee / account holder | $9,732 | $4,895+98.8% | $6,260+55.5% | $5,124+89.9% |