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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 | $51,171 | $84,953-39.8% | $163,379-68.7% | $82,637-38.1% |
| Participation rate | 76.9% | 65.9%+11.0pp | 76.8%+0.1pp | 68.1%+8.9pp |
| Annual return | 16.25% | 23.07%-6.8pp | 63.41%-47.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,181 | $2,183-0.1% | $3,752-41.9% | $2,552-14.5% |
| Participant deferral / active EE | $4,046 | $4,326-6.5% | $6,282-35.6% | $4,126-2.0% |
| Admin fee / account holder | $4,028 | $7,921-49.2% | $9,818-59.0% | $7,339-45.1% |