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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 | $47,124 | $82,879-43.1% | $96,576-51.2% | $67,986-30.7% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.4%-0.4pp | 57.2%+23.8pp |
| Annual return | 15.97% | 36.90%-20.9pp | 38.47%-22.5pp | 31.67%-15.7pp |
| Employer contribution / active EE | $2,172 | $2,727-20.4% | $3,553-38.9% | $2,019+7.6% |
| Participant deferral / active EE | $5,319 | $6,976-23.7% | $7,956-33.1% | $3,358+58.4% |
| Admin fee / account holder | $3,236 | $2,783+16.3% | $11,381-71.6% | $3,203+1.0% |