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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 | $56,267 | $100,194-43.8% | $122,979-54.2% | $86,983-35.3% |
| Participation rate | 77.1% | 73.0%+4.1pp | 77.2%-0.1pp | 69.5%+7.5pp |
| Annual return | 19.98% | 16.47%+3.5pp | 20.12%-0.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $1,378 | $2,326-40.7% | $3,062-55.0% | $2,584-46.7% |
| Participant deferral / active EE | $7,339 | $4,133+77.6% | $5,003+46.7% | $4,194+75.0% |
| Admin fee / account holder | $6,212 | $10,148-38.8% | $12,864-51.7% | $7,856-20.9% |