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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 | $73,809 | $32,037+130.4% | $69,182+6.7% | $62,881+17.4% |
| Participation rate | 96.0% | 43.4%+52.6pp | 55.1%+40.9pp | 69.3%+26.7pp |
| Annual return | 7.18% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,172 | $679+219.9% | $1,206+80.1% | $2,281-4.8% |
| Participant deferral / active EE | $3,938 | $1,185+232.2% | $1,897+107.6% | $3,203+23.0% |
| Admin fee / account holder | $7,113 | $2,608+172.7% | $2,697+163.8% | $4,296+65.6% |