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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 | $87,059+62.6% | $105,608+34.0% | $80,925+74.9% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.2pp | 67.7%+7.9pp |
| Annual return | 12.46% | 17.05%-4.6pp | 116.50%-104.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $700 | $2,396-70.8% | $3,167-77.9% | $2,756-74.6% |
| Participant deferral / active EE | $5,359 | $3,986+34.4% | $5,010+7.0% | $4,299+24.7% |
| Admin fee / account holder | $28,121 | $8,443+233.1% | $11,028+155.0% | $6,940+305.2% |