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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 | $81,446+65.0% | $103,374+30.0% | $80,874+66.2% |
| Participation rate | 75.4% | 66.9%+8.6pp | 74.5%+0.9pp | 67.6%+7.8pp |
| Annual return | 20.91% | 25.57%-4.7pp | 24.89%-4.0pp | 35.62%-14.7pp |
| Employer contribution / active EE | $1,753 | $3,107-43.6% | $3,869-54.7% | $2,756-36.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,094 | $6,715-68.8% | $8,394-75.0% | $6,935-69.8% |