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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 | $121,100 | $77,638+56.0% | $156,551-22.6% | $62,881+92.6% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 6.47% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,864 | $3,046-6.0% | $4,871-41.2% | $3,203-10.6% |
| Admin fee / account holder | $3,188 | $5,561-42.7% | $13,028-75.5% | $4,296-25.8% |