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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 | $116,158 | $43,730+165.6% | $121,220-4.2% | $64,173+81.0% |
| Participation rate | 71.4% | 58.3%+13.1pp | 71.8%-0.3pp | 69.6%+1.9pp |
| Annual return | 8.46% | 68.94%-60.5pp | 16.94%-8.5pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,126 | $2,281+168.6% | $3,345+83.1% | $3,470+76.6% |
| Admin fee / account holder | $3,852 | $3,502+10.0% | $5,021-23.3% | $4,887-21.2% |