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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 | $100,046 | $177,156-43.5% | $147,027-32.0% | $154,746-35.3% |
| Participation rate | 73.7% | 79.4%-5.7pp | 73.7%-0.1pp | 80.7%-7.0pp |
| Annual return | 12.40% | 21.94%-9.5pp | 20.23%-7.8pp | 172.34%-159.9pp |
| Employer contribution / active EE | $4,401 | $4,336+1.5% | $3,626+21.4% | $4,379+0.5% |
| Participant deferral / active EE | $7,678 | $5,797+32.4% | $4,933+55.6% | $6,730+14.1% |
| Admin fee / account holder | $1,018 | $14,904-93.2% | $12,223-91.7% | $14,365-92.9% |