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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 | $75,377 | $95,406-21.0% | $185,849-59.4% | $85,847-12.2% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 12.59% | 23.59%-11.0pp | 122.10%-109.5pp | 318.61%-306.0pp |
| Employer contribution / active EE | $3,445 | $3,314+4.0% | $5,169-33.3% | $2,565+34.3% |
| Participant deferral / active EE | $6,206 | $3,424+81.3% | $5,569+11.4% | $3,952+57.0% |
| Admin fee / account holder | $906 | $7,214-87.4% | $16,244-94.4% | $6,261-85.5% |