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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 | $69,435 | $102,385-32.2% | $147,080-52.8% | $80,935-14.2% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 11.89% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,427 | $3,717-34.7% | $4,933-50.8% | $2,757-12.0% |
| Participant deferral / active EE | $7,643 | $6,651+14.9% | $8,066-5.3% | $4,299+77.8% |
| Admin fee / account holder | $1,238 | $7,951-84.4% | $12,989-90.5% | $6,924-82.1% |