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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 | $85,832 | $91,559-6.3% | $133,959-35.9% | $79,858+7.5% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | 16.64% | 61.85%-45.2pp | 45.09%-28.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,706 | $2,384-28.5% | $3,919-56.5% | $2,471-31.0% |
| Participant deferral / active EE | $6,002 | $3,734+60.7% | $5,047+18.9% | $3,740+60.5% |
| Admin fee / account holder | $1,177 | $6,321-81.4% | $8,928-86.8% | $5,306-77.8% |