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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 | $68,573+16.0% | $120,368-33.9% | $80,874-1.6% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.6%+4.8pp |
| Annual return | 12.01% | 23.61%-11.6pp | 107.26%-95.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,011 | $2,052-2.0% | $3,465-42.0% | $2,756-27.0% |
| Participant deferral / active EE | $4,905 | $3,174+54.5% | $4,991-1.7% | $4,297+14.1% |
| Admin fee / account holder | $6,654 | $5,734+16.0% | $9,429-29.4% | $6,935-4.1% |