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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 | $71,806 | $93,346-23.1% | $71,7960% | $273,972-73.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.32% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,125 | $2,733+14.3% | $1,924+62.4% | $4,869-35.8% |
| Participant deferral / active EE | $3,945 | $3,475+13.5% | $2,794+41.2% | $5,287-25.4% |
| Admin fee / account holder | $1,239 | $6,571-81.1% | $4,815-74.3% | $10,133-87.8% |