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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 | $61,292 | $98,776-37.9% | $149,745-59.1% | $79,856-23.2% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 16.19% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,069 | $3,217-66.8% | $4,646-77.0% | $2,471-56.7% |
| Participant deferral / active EE | $5,009 | $5,681-11.8% | $6,843-26.8% | $3,741+33.9% |
| Admin fee / account holder | $7,604 | $6,053+25.6% | $9,312-18.3% | $5,306+43.3% |