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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 | $50,573 | $106,864-52.7% | $147,318-65.7% | $82,637-38.8% |
| Participation rate | 81.5% | 75.5%+6.0pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 29.59% | 27.49%+2.1pp | 70.43%-40.8pp | 53.51%-23.9pp |
| Employer contribution / active EE | $1,674 | $3,417-51.0% | $4,593-63.5% | $2,552-34.4% |
| Participant deferral / active EE | $6,854 | $6,496+5.5% | $7,906-13.3% | $4,126+66.1% |
| Admin fee / account holder | $9,727 | $8,415+15.6% | $13,708-29.0% | $7,339+32.5% |