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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 | $105,979 | $81,476+30.1% | $102,383+3.5% | $80,925+31.0% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 11.95% | 25.59%-13.6pp | 24.94%-13.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,485 | $3,105-20.0% | $3,870-35.8% | $2,756-9.9% |
| Participant deferral / active EE | $6,368 | $3,871+64.5% | $5,060+25.9% | $4,299+48.1% |
| Admin fee / account holder | $14,395 | $6,717+114.3% | $8,391+71.5% | $6,940+107.4% |