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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 | $64,492 | $85,766-24.8% | $136,298-52.7% | $70,126-8.0% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 16.55% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $4,458 | $2,966+50.3% | $4,696-5.1% | $2,343+90.3% |
| Participant deferral / active EE | $5,188 | $5,051+2.7% | $6,247-17.0% | $3,332+55.7% |
| Admin fee / account holder | $1,494 | $5,421-72.4% | $9,244-83.8% | $4,645-67.8% |