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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 | $81,546 | $84,953-4.0% | $163,379-50.1% | $82,637-1.3% |
| Participation rate | 72.1% | 65.9%+6.1pp | 76.8%-4.8pp | 68.1%+4.0pp |
| Annual return | 17.28% | 23.07%-5.8pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,613 | $2,183+65.5% | $3,752-3.7% | $2,552+41.6% |
| Participant deferral / active EE | $6,889 | $4,326+59.2% | $6,282+9.7% | $4,126+67.0% |
| Admin fee / account holder | $3,898 | $7,921-50.8% | $9,818-60.3% | $7,339-46.9% |