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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 | $72,384 | $58,311+24.1% | $81,882-11.6% | $80,959-10.6% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 13.12% | 41.85%-28.7pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $2,323 | $2,347-1.0% | $2,916-20.4% | $2,757-15.8% |
| Participant deferral / active EE | $7,937 | $3,287+141.5% | $4,323+83.6% | $4,300+84.6% |
| Admin fee / account holder | $769 | $4,752-83.8% | $7,360-89.6% | $6,925-88.9% |