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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 | $77,941 | $71,230+9.4% | $93,727-16.8% | $80,959-3.7% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.2pp |
| Annual return | 11.82% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $6,093 | $1,565+289.3% | $2,421+151.6% | $2,757+121.0% |
| Participant deferral / active EE | $4,159 | $4,037+3.0% | $4,417-5.9% | $4,300-3.3% |
| Admin fee / account holder | $2,309 | $6,961-66.8% | $8,292-72.2% | $6,925-66.7% |