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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 | $134,387 | $81,504+64.9% | $102,437+31.2% | $80,959+66.0% |
| Participation rate | 75.4% | 66.9%+8.6pp | 74.5%+0.9pp | 67.7%+7.8pp |
| Annual return | 20.91% | 25.60%-4.7pp | 24.95%-4.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,753 | $3,104-43.5% | $3,871-54.7% | $2,757-36.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,094 | $6,719-68.8% | $8,388-75.0% | $6,925-69.8% |