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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 | $125,987 | $104,098+21.0% | $140,514-10.3% | $94,015+34.0% |
| Participation rate | 78.4% | 73.7%+4.7pp | 77.8%+0.6pp | 70.8%+7.6pp |
| Annual return | 14.79% | 15.14%-0.4pp | 14.36%+0.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $1,903 | $2,388-20.3% | $3,378-43.7% | $2,790-31.8% |
| Participant deferral / active EE | $2,613 | $4,033-35.2% | $4,919-46.9% | $4,249-38.5% |
| Admin fee / account holder | $80,170 | $10,439+668.0% | $13,697+485.3% | $8,951+795.6% |