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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 | $52,120 | $57,828-9.9% | $117,039-55.5% | $70,126-25.7% |
| Participation rate | 71.1% | 67.1%+4.0pp | 77.2%-6.1pp | 69.5%+1.6pp |
| Annual return | 17.87% | 17.55%+0.3pp | 18.95%-1.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,096 | $1,816+15.4% | $3,785-44.6% | $2,343-10.5% |
| Participant deferral / active EE | $4,012 | $2,438+64.6% | $3,929+2.1% | $3,332+20.4% |
| Admin fee / account holder | $12,977 | $3,548+265.7% | $5,974+117.2% | $4,645+179.4% |