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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 | $79,546 | $68,880+15.5% | $120,580-34.0% | $80,959-1.7% |
| Participation rate | 72.4% | 61.7%+10.7pp | 72.0%+0.5pp | 67.7%+4.7pp |
| Annual return | 12.01% | 23.68%-11.7pp | 107.48%-95.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,011 | $2,066-2.7% | $3,469-42.0% | $2,757-27.1% |
| Participant deferral / active EE | $4,905 | $3,191+53.7% | $4,995-1.8% | $4,300+14.1% |
| Admin fee / account holder | $6,654 | $5,785+15.0% | $9,418-29.4% | $6,925-3.9% |