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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 | $55,862 | $91,559-39.0% | $133,959-58.3% | $79,858-30.0% |
| Participation rate | 79.7% | 73.3%+6.4pp | 79.8%-0.1pp | 69.6%+10.1pp |
| Annual return | 17.30% | 61.85%-44.6pp | 45.09%-27.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,405 | $2,384+0.9% | $3,919-38.6% | $2,471-2.7% |
| Participant deferral / active EE | $5,543 | $3,734+48.5% | $5,047+9.8% | $3,740+48.2% |
| Admin fee / account holder | $4,816 | $6,321-23.8% | $8,928-46.1% | $5,306-9.2% |