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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 | $60,064 | $85,766-30.0% | $136,298-55.9% | $70,126-14.3% |
| Participation rate | 81.6% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 17.24% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $3,745 | $2,966+26.3% | $4,696-20.2% | $2,343+59.9% |
| Participant deferral / active EE | $6,603 | $5,051+30.7% | $6,247+5.7% | $3,332+98.2% |
| Admin fee / account holder | $7,233 | $5,421+33.4% | $9,244-21.8% | $4,645+55.7% |