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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 | $62,592 | $72,012-13.1% | $185,827-66.3% | $79,858-21.6% |
| Participation rate | 77.8% | 65.8%+12.0pp | 78.0%-0.3pp | 69.6%+8.1pp |
| Annual return | 15.10% | 23.12%-8.0pp | 35.96%-20.9pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,944 | $1,965-1.1% | $4,087-52.4% | $2,471-21.3% |
| Participant deferral / active EE | $5,460 | $3,779+44.5% | $5,633-3.1% | $3,740+46.0% |
| Admin fee / account holder | $9,025 | $4,513+100.0% | $9,502-5.0% | $5,306+70.1% |