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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 | $76,877 | $89,367-14.0% | $141,191-45.6% | $72,975+5.3% |
| Participation rate | 82.5% | 75.1%+7.3pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 21.00% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,438 | $3,115-21.7% | $4,736-48.5% | $2,440-0.1% |
| Participant deferral / active EE | $6,242 | $5,419+15.2% | $6,710-7.0% | $3,608+73.0% |
| Admin fee / account holder | $7,965 | $5,957+33.7% | $10,264-22.4% | $5,124+55.4% |