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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 | $55,861 | $77,472-27.9% | $100,415-44.4% | $80,959-31.0% |
| Participation rate | 81.0% | 76.9%+4.0pp | 81.5%-0.6pp | 67.7%+13.3pp |
| Annual return | 21.04% | 37.26%-16.2pp | 49.47%-28.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $2,633 | $2,800-6.0% | $3,943-33.2% | $2,757-4.5% |
| Participant deferral / active EE | $9,077 | $6,818+33.1% | $8,091+12.2% | $4,300+111.1% |
| Admin fee / account holder | $1,325 | $5,885-77.5% | $7,906-83.2% | $6,925-80.9% |