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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 | $80,838 | $41,854+93.1% | $73,836+9.5% | $52,331+54.5% |
| Participation rate | 74.3% | 66.2%+8.0pp | 73.4%+0.8pp | 68.1%+6.2pp |
| Annual return | 7.39% | 2.11%+5.3pp | 2268.06%-2260.7pp | 4.54%+2.8pp |
| Employer contribution / active EE | $2,112 | $1,920+10.0% | $2,787-24.2% | $1,882+12.3% |
| Participant deferral / active EE | $11,570 | $2,498+363.1% | $3,583+222.9% | $3,022+282.8% |
| Admin fee / account holder | $5,404 | $493+997.0% | $4,882+10.7% | $592+813.5% |