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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 | $71,235 | $71,197+0.1% | $93,669-24.0% | $80,925-12.0% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.7%+9.3pp |
| Annual return | 19.76% | 11.27%+8.5pp | 133.59%-113.8pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,132 | $1,565+36.3% | $2,424-12.0% | $2,756-22.6% |
| Participant deferral / active EE | $4,065 | $4,036+0.7% | $4,416-7.9% | $4,299-5.4% |
| Admin fee / account holder | $3,184 | $6,959-54.2% | $8,291-61.6% | $6,940-54.1% |