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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 | $141,521 | $87,132+62.4% | $105,624+34.0% | $80,959+74.8% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.7%+7.8pp |
| Annual return | 12.46% | 17.03%-4.6pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $700 | $2,397-70.8% | $3,168-77.9% | $2,757-74.6% |
| Participant deferral / active EE | $5,359 | $3,985+34.5% | $5,013+6.9% | $4,300+24.6% |
| Admin fee / account holder | $28,121 | $8,449+232.8% | $10,961+156.5% | $6,925+306.1% |