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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 | $51,099 | $76,551-33.2% | $123,894-58.8% | $62,881-18.7% |
| Participation rate | 82.1% | 73.0%+9.1pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 10.17% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,630 | $2,882-8.8% | $4,617-43.0% | $2,281+15.3% |
| Participant deferral / active EE | $5,134 | $4,840+6.1% | $5,984-14.2% | $3,203+60.3% |
| Admin fee / account holder | $2,077 | $4,826-57.0% | $8,357-75.1% | $4,296-51.7% |