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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 | $164,602 | $95,453+72.4% | $112,040+46.9% | $82,448+99.6% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 12.85% | 23.92%-11.1pp | 24.52%-11.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,389 | $2,318-40.1% | $2,954-53.0% | $2,551-45.6% |
| Participant deferral / active EE | $6,466 | $4,224+53.1% | $5,098+26.8% | $4,139+56.2% |
| Admin fee / account holder | $6,273 | $9,013-30.4% | $12,098-48.1% | $7,234-13.3% |