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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 | $100,958 | $81,504+23.9% | $102,437-1.4% | $80,959+24.7% |
| Participation rate | 74.5% | 66.9%+7.6pp | 74.5%0pp | 67.7%+6.8pp |
| Annual return | 13.26% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,005 | $3,104+61.3% | $3,871+29.3% | $2,757+81.5% |
| Participant deferral / active EE | $5,224 | $3,871+34.9% | $5,060+3.2% | $4,300+21.5% |
| Admin fee / account holder | $5,181 | $6,719-22.9% | $8,388-38.2% | $6,925-25.2% |