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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 | $45,441 | $75,541-39.8% | $152,093-70.1% | $82,637-45.0% |
| Participation rate | 72.1% | 66.5%+5.6pp | 77.8%-5.7pp | 68.1%+4.0pp |
| Annual return | 17.10% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $2,539 | $2,622-3.2% | $4,175-39.2% | $2,552-0.5% |
| Participant deferral / active EE | $7,271 | $3,206+126.8% | $5,451+33.4% | $4,126+76.2% |
| Admin fee / account holder | $5,762 | $6,405-10.0% | $14,497-60.3% | $7,339-21.5% |