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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 | $76,142 | $55,889+36.2% | $76,1190% | $80,935-5.9% |
| Participation rate | 80.7% | 62.1%+18.7pp | 69.1%+11.6pp | 67.7%+13.1pp |
| Annual return | 13.80% | 20.58%-6.8pp | 361.25%-347.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $407 | $1,866-78.2% | $2,693-84.9% | $2,757-85.2% |
| Participant deferral / active EE | $4,090 | $3,051+34.0% | $4,259-4.0% | $4,299-4.9% |
| Admin fee / account holder | $2,285 | $5,241-56.4% | $6,421-64.4% | $6,924-67.0% |