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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 | $59,477 | $64,324-7.5% | $118,946-50.0% | $79,852-25.5% |
| Participation rate | 75.6% | 64.9%+10.7pp | 75.4%+0.2pp | 69.6%+5.9pp |
| Annual return | 36.01% | 86.45%-50.4pp | 35.89%+0.1pp | 31.72%+4.3pp |
| Employer contribution / active EE | $1,613 | $1,836-12.2% | $3,263-50.6% | $2,471-34.7% |
| Participant deferral / active EE | $2,943 | $2,824+4.2% | $4,266-31.0% | $3,740-21.3% |
| Admin fee / account holder | $1,985 | $4,040-50.9% | $6,581-69.8% | $5,306-62.6% |