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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 | $79,429 | $167,415-52.6% | $140,514-43.5% | $198,609-60.0% |
| Participation rate | 82.4% | 80.9%+1.5pp | 77.8%+4.6pp | 82.4%0pp |
| Annual return | 14.77% | 13.85%+0.9pp | 14.36%+0.4pp | 202.70%-187.9pp |
| Employer contribution / active EE | $2,256 | $4,088-44.8% | $3,378-33.2% | $5,055-55.4% |
| Participant deferral / active EE | $4,825 | $5,579-13.5% | $4,919-1.9% | $6,977-30.8% |
| Admin fee / account holder | $20,969 | $16,730+25.3% | $13,697+53.1% | $19,030+10.2% |