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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 | $60,996 | $65,364-6.7% | $92,909-34.3% | $72,975-16.4% |
| Participation rate | 76.4% | 68.3%+8.1pp | 76.0%+0.4pp | 69.5%+6.9pp |
| Annual return | 25.14% | 42.11%-17.0pp | 109.44%-84.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,933 | $2,594-25.5% | $3,653-47.1% | $2,440-20.8% |
| Participant deferral / active EE | $4,279 | $3,128+36.8% | $4,238+1.0% | $3,608+18.6% |
| Admin fee / account holder | $3,594 | $4,251-15.5% | $5,795-38.0% | $5,124-29.9% |