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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 | $68,660 | $91,198-24.7% | $178,503-61.5% | $79,856-14.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 17.46% | 24.20%-6.7pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,354 | $3,257+33.7% | $5,011-13.1% | $2,471+76.2% |
| Participant deferral / active EE | $7,490 | $3,237+131.4% | $5,202+44.0% | $3,741+100.2% |
| Admin fee / account holder | $1,081 | $6,748-84.0% | $13,987-92.3% | $5,306-79.6% |